U.S. stock ownership is at its highest level in 15 years. A new Gallup poll out this week found 61% of US adults own stock either in an individual stock, a stock mutual fund, or in a self-directed 401 ...

Forbes contributors publish independent expert analyses and insights. Mary Josephs is an expert in business ownership transitions. It’s certainly becoming the Decade of Employee Ownership. The ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Succession planning is often lacking in small and mid-size ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min An ESOP is a tax-qualified ...

Most states and brokerages allow for a transfer-on-death beneficiary designation. Stocks can avoid probate in most cases.

Since their establishment in 1974, Employee Stock Ownership Plans (“ESOPs”) have become a popular and effective mechanism for private companies (both C corporations and S corporations) to provide ...

Warren Buffett's "market closure test" means asking if you foresee holding the stock in 10 years. Investing in companies with durable competitive advantages eliminates the need to obsess over ...

The story never seems to go away: Workers and retirees with large concentrations of their own employers’ stock in retirement portfolios get hammered when share prices plunge. The most recent example ...

Euphoria over artificial intelligence has driven stock market performance in recent years. The wealthiest U.S. households hold the lion's share of stock wealth — and have therefore disproportionately ...

Energy Secretary Jennifer Granholm filed her annual financial disclosure form Friday, revealing that she quietly sold shares worth up to $120,000 of six companies last month. Granholm's disclosure, ...