Risk Adjustment’s Role in Tax-Optimized Cash Flow Plans

It’s a well-known fact that the rich find many ways to limit their tax burden, but it’s not so well known that there are two parts to this game. One is knowing the tax code and strategizing accordingly; the other is organizing assets in a way that makes these strategies possible without resulting in disaster. Wealth managers do more than find tax loopholes: they create a holistic model of wealth that can often be a significant intellectual challenge, with great benefits.

Cheat Sheets You Totally Can Use

Want to know how investment bankers cheat their way to a high paying career? There’s one cheat sheet just about everyone in the industry first learns from–here’s how you can use it to kickstart your own career.

Major Roundup: Data Science versus Finance

What’s the best major to get a job on Wall Street? It used to be finance, and now more and more people are saying data science. But is it really that simple? Join us as we break down how employers on Wall Street are increasingly perceiving both majors as the majors themselves evolve.

The Lifecycle of a Company

Companies are like people, with life stages that are all very different. Join Zolio as we go through those stages and discuss what kinds of investors get involved at each stage–and how their processes differ.

KYC: What it is and Why it Matters

When it comes to finance, many people think of the industry as ruthless, greedy, obsessed with money, or amoral, if not outrightly immoral. But in reality, at the core of finance is one of the most important concepts in morality.