| # | Organisation Name | Industries | Headquarter | Description | Founded Year | Company Type | Num of Employees |
|---|---|---|---|---|---|---|---|
1 | Financial Services | Glastonbury, Connecticut | Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 15 states. Our advisors specialize in financial planning, wealth accumulation, wealth distribution, wealth protection and employee benefits.
Securities and advisory services offered through LPL Financial Member FINRA/SIPC member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Adviser. Gateway Financial Partners and NPC are separate and unrelated companies.
Content is for general purposes only and is not an offer to buy or sell any security. LPL does not provide tax or legal advice. | 1994 | Privately Held | 69 | |
2 | Insurance | Mississauga, Ontario | A market leader with a broad suite of insurance products and strong distribution
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Insurance provides a wide range of life, health, home, auto, travel and wealth accumulation solutions to individual and group clients across Canada. We also offer reinsurance solutions for clients around the world.
For information on our legal terms of use, visit http://www.rbc.com/legal/#social_media
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Positioned for Success
Improving distribution efficiency and deepening client relationships
Focused on making it easier for clients to do business with us
Pursuing select international opportunities to grow our reinsurance business | - | Public Company | 2 637 | |
3 | Insurance | Makati, National Capital Region | Allianz PNB Life is among the major life insurers in the Philippines, which began its operations in 2001. We are a leading provider of Variable Life products, complemented by a full line of Life protection offerings for individuals and institutions. All our products and services are designed to meet the lifetime financial planning, wealth accumulation, and well-being aspirations of every Filipino Family.
Allianz PNB Life’s main headquarters is in Makati City, the country’s main business district. We also operate eleven business centres strategically located in key cities across the archipelago. It has the support of over 150 employees and 400 financial advisors to serve our dear policyholders and deliver great customer service experiences.
The exclusive distribution partnership between Allianz and the Philippine National Bank with the bank’s over 600 nationwide branch network provides us immense bancassurance opportunities to reach a broader base of Filipino Families whenever, wherever. | 2001 | Public Company | 678 | |
4 | Financial Services | Dubai | National Bonds, The Trusted Saving Partner is a leading Investment company that takes pride in its innovative shari'a approach to financial products and services; catering to a substantial and diversified client base of retail customers, high-net-worth individuals, and Corporations.
National Bonds offers direct wealth accumulation through an all-in-one shari'a compliant Mudaraba based saving scheme, the first of its kind in the world. The company's strong belief in the pivotal role of savings in building a stronger economy helped its customers achieve their own financial future objectives through disciplined and regular saving habit. And it's committed to keep shaping brighter financial future for today's and tomorrow's generations.
National Bonds is a private joint stock shareholding company, established in March 2006 with a paid-up capital of AED 150 million. It is 100% owned by The Investment Corporation of Dubai, the investment arm of Dubai government. NBC is licensed and regulated by the UAE Central Bank, and audited by Dubai Government Audit Department, Sharia Supervisory Board as well as reputable International external auditors. | 2006 | Privately Held | 235 | |
5 | Financial Services | Minneapolis, MN | Capitas Financial, Inc. is a life insurance brokerage firm that partners with financial institutions across the United States to provide sophisticated and unbiased insurance and wealth management solutions. Formed in 2001, Capitas was founded on the strength and reputation of its founding members and was created to establish a strong and strategic alliance with leading insurance carriers and financial institutions.
Capitas’ point-of-sale professionals work closely with advisors and agents to support the utilization and implementation of insurance for personal, business, estate and charitable planning solutions. Capitas’ sales professionals have a thorough knowledge of insurance and advanced planning techniques to assist advisors and their clients through a collaborative and consultative approach. Capitas offers an unparalleled selection of life, disability, and long-term care insurance products; as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams.
Few financial firms are more focused on technical expertise than Capitas. Leveraging the accumulated knowledge and experience of the individual wealth accumulation, management, and distribution practices of Capitas’ associates, Capitas provides solutions for virtually any estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. Capitas contributes insurance expertise for the most sophisticated financial planning considerations. This comprehensive and strategic approach to planning is the backbone of Capitas’ success.
Website: www.capitasfinancial.com
Locations: www.capitasfinancial.com/locations
Career Opportunities: www.capitasfinancial.com/careers
Contact Us: www.capitasfinancial.com/contact-us
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. | 2001 | Partnership | 189 | |
6 | Financial Services | Atlanta, Georgia | By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start.
Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive. By asking the right questions, and intuitively listening to your answers, we set the groundwork. Then, we work with you and our extended team of partners to craft an individualized financial plan to help you achieve your goals. Various perspectives and possibilities are considered to give you a customized, thorough strategy for wealth accumulation and preservation. Your goals, your priorities, your dreams, your decision.
Please call us if you have any questions about our firm or the range of financial products and services we provide. | 1886 | Privately Held | 129 | |
7 | Financial Services | Austin, TX | At Capitol Wealth Strategies, we know that financial success is the result of discipline, hard work and smart, informed decision-making. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.
Helping to … Optimize your wealth. Achieve your goals. Protect your dreams.
Capitol Wealth Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, Texas 78746, 512-651-2009. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. | Guardian, its subsidiaries, agents, and employees do not provide provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Capitol Wealth Strategies is an independent agency and not an affiliate or subsidiary of Guardian. 2019-92320 Exp. 01/11 | 2009 | Public Company | 57 | |
8 | Financial Services | San Ramon, CA | Since 1971, David White & Associates has been trusted to provide financial planning advice throughout the Greater Bay Area. We offer valuable planning services for individuals, small business owners and Fortune 500 company executives. Our firm manages over $650 million dollars for our clients. We are wealth accumulation and income distribution advisors not captive to any one idea, service or product
Our credentialed and skilled Financial Professionals strive to build relationships with each client to help guide and navigate today’s complex financial decisions.
We provide many types of services and products including:
• Developing strategies to help reach your goals and dreams.
• Creating a guide to help navigate the investment markets and grow your portfolio.
• Helping to protect your assets against losses/uncertainties.
• Creating a plan to help you enjoy financial security during retirement years.
David White & Associates has the power to make your financial plans and dreams a reality.
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC (www.finra.org / www.sipc.org). AIC and DWA are not affiliated. Additional products and services may be available through DA that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor directed to a resident of any jurisdiction. Request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from DWA will contact you to provide requested information. DWA does not provide tax or legal advice. Please consult your tax advisor or attorney.
Information posted by or links to 3rd parties are not created nor endorsed by AIC or DWA astheir content cannot be guaranteed. Specialties: Financial Planning, Wealth Accumulation, Wealth Protection, Tax Strategies. Website: wwwldwassociates.com Headquarters: 3150 Crow Canyon Place Suite 200|San Ramon, CA|94583 | 1971 | Privately Held | 42 | |
9 | Accounting | Atlanta, GA | Construction Accounting Firm
Welcome to Large & Gilbert, P.C. , the premier construction accounting firm in the Southeast. Located in Atlanta, GA, we provide cpa services to some of the areas largest contractors; including: general contractors, specialty contractors, heavy equipment contractors, builders, and developers. Having specialized in the construction industry for over forty years, we are able to provide our contractors with answers to their questions about tax services, accounting and auditing, business advisory services, and wealth accumulation, just to name a few.
Do you know the latest on the benefits that are offered to you as a contractor in the tax code? Are you using the advantages Uncle Sam has given you to reach your retirement goals in order to maintain your lifestyle. Do financial questions keep you awake at night?
Is your surety agent asking for information you can't provide? Or has your bonding been reduced and you need fresh ideas to make your company healthier?
You can manage a $10 million construction project from start to finish and you can manage your 10-year-old's baseball team pretty well, too. Do you have the time or the staff to stay up-to-the-minute on the construction industry's complicated tax and accounting issues?
What kinds of services do you need when you come to Large & Gilbert? Every company is unique... but our experience serving the construction industry for over four decades allows us to anticipate and meet your needs. | 1966 | Partnership | 22 | |
10 | Financial Services | Alpharetta, Georgia | Hoffman Financial Group is an independent financial planning firm in Atlanta, Georgia, that focuses on retirement, tax, and estate planning while providing personalized life insurance and investment management.
Straying from the traditional, hands-off method you may have heard about with other “big name” advisors, Hoffman Financial Group takes a personal and comprehensive approach to retirement planning. Our extensive knowledge in principal protection, income planning, wealth accumulation, and legacy planning can provide the diversity needed to help you pursue the retirement of your dreams.
Founder Chris Hoffman also hosts the “Money Unleashed” radio show and "The Money Report" TV, where each week we destroy myths, uncover financial injustices, and revamp the way you think about money management! Tune in to CBS 46 or News 95.5WSB every Sunday to hear Hoffman live!
We would love to speak with you anytime. Give us a call or send us an email or message to set up an appointment!
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Thank you for visiting Hoffman Financial Group's page on LinkedIn. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.
No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group.
Hoffman Financial Group's use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.
Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA). Hoffman Financial Group and RWA are not affiliated.
--- | 2011 | Privately Held | 12 |
Wealth Accumulation
Summary
- 263 Companies
- 0 Patents
- 5 Use Cases
- 2 Case Studies
- 153 Science Papers
- Total Funding
Companies
Assignees
Science
Data limited by 2021
Top 10 cited papers
| # | Paper Title | Paper Abstract | Authors | Fields of Study | Year | Citation Count |
|---|---|---|---|---|---|---|
1 | Wealth Accumulation and the Propensity to Plan | Why do similar households end up with very different levels of wealth? We show that differences in the attitudes and skills with which they approach financial planning are a significant factor. We use new and unique survey data to assess these differences and to measure each household's "propensity to plan." We show that those with a higher such propensity spend more time developing financial plans, and that this shift in planning is associated with increased wealth. These findings are consistent with broad psychological evidence concerning the beneficial impacts of planning on goal pursuit. Those with a high propensity to plan may be better able to control their spending, and thereby achieve their goal of wealth accumulation. We find direct evidence supporting this effortful self-control channel in the very strong relationship we uncover between the propensity to plan and budgeting behavior. | Economics | 2002 | 554 | |
2 | Wealth Accumulation Over the Life Cycle and Precautionary Savings | This article constructs and simulates a life cycle model of wealth accumulation and estimates the parameters of the utility function (the rate of time preference and the coefficient of risk aversion) by matching the simulated median wealth profiles with those observed in the Panel Study of Income Dynamics and in the Survey of Consumer Finances. The estimates imply a low degree of patience and a high degree of risk aversion. The results are used to study the importance of precautionary savings in explaining wealth accumulation. They imply that wealth accumulation is driven mostly by precautionary motives at the beginning of the life cycle, whereas savings for retirement purposes become significant only closer to retirement. | Economics | 2003 | 487 | |
3 | How Financial Literacy Affects Household Wealth Accumulation. | This study isolates the causal effects of financial literacy and schooling on wealth accumulation using a new household dataset and an instrumental variables (IV) approach. Financial literacy and schooling attainment are both strongly positively associated with wealth outcomes in linear regression models, whereas the IV estimates reveal even more potent effects of financial literacy. They also indicate that the schooling effect only becomes positive when interacted with financial literacy. Estimated impacts are substantial enough to imply that investments in financial literacy could have large wealth payoffs. | Economics, Medicine | 2012 | 325 | |
4 | Earnings Uncertainty and Aggregate Wealth Accumulation | This paper argues that precautionary savings due to uninsurable earnings uncertainty are likely to be an important source of aggregate wealth accumulation. The stylized model presented in this paper can easily generate levels of wealth above 60 percent of the observed net wealth in the United States, net of conventional life-cycle savings. Copyright 1991 by American Economic Association. | Economics | 1991 | 284 | |
5 | Racial Differences in Patterns of Wealth Accumulation | Making use of PSID data for 1984, 1989, and 1994, we examine race differences in patterns of asset accumulation. Our results indicate, as expected, that inheritances raise the rate of wealth accumulation of whites relative to that of African Americans. But, while whites devote a greater share of their income to saving, racial differences in saving rates are not significant, once we control for income. Though our results may be period-specific, we also do not find evidence that the rate of return to capital is greater for whites than for African Americans. Simulations suggest that African Americans would have gained significant ground relative to whites during the period if they had inherited similar amounts, saved at the same rate, had comparable income levels and, more speculatively, had portfolios closer in composition to those of whites. | 2004 | 177 | ||
6 | Financial Literacy, Schooling, and Wealth Accumulation | Financial literacy and schooling attainment have been linked to household wealth accumulation. Yet prior findings may be biased due to noisy measures of financial literacy and schooling, as well as unobserved factors such as ability, intelligence, and motivation that could enhance financial literacy and schooling but also directly affect wealth accumulation. We use a new household dataset and an instrumental variables approach to isolate the causal effects of financial literacy and schooling on wealth accumulation. While financial literacy and schooling attainment are both strongly positively associated with wealth outcomes in linear regression models, our approach reveals even stronger and larger effects of financial literacy on wealth. Estimated impacts are substantial enough to suggest that investments in financial literacy could have large positive effects on household wealth accumulation. | Economics | 2010 | 158 | |
7 | Wealth Taxation and Wealth Accumulation: Theory and Evidence from Denmark | Using administrative wealth records from Denmark, we study the effects of wealth taxes on wealth accumulation. Denmark used to impose one of the world's highest marginal tax rates on wealth, but this tax was drastically reduced and ultimately abolished between 1989 and 1997. Due to the specific design of the wealth tax, these changes provide a compelling quasi- experiment for understanding behavioral responses among the wealthiest segments of the population. We find clear reduced-form effects of wealth taxes in the short and medium run, with larger effects on the very wealthy than on the moderately wealthy. We develop a simple lifecycle model with utility of residual wealth (bequests) allowing us to interpret the evidence in terms of structural primitives. We calibrate the model to the quasi-experimental moments and simulate the model forward to estimate the long-run effect of wealth taxes on wealth accumulation. Our simulations show that the long-run elasticity of wealth with respect to the net-of-tax return is sizeable at the top of distribution. Our paper provides the type of evidence needed to assess optimal capital taxation. | Economics | 2018 | 80 | |
8 | Pensions and Household Wealth Accumulation | Economists have long suggested that higher private pension benefits "crowd out" other sources of household wealth accumulation. We exploit detailed information on pensions and lifetime earnings for older workers in the 1992 wave of the Health and Retirement Study and employ an instrumental-variable (IV) identification strategy to estimate crowd-out. The IV estimates suggest statistically significant crowd-out: each dollar of pension wealth is associated with a 53-67 cent decline in nonpension wealth. With less precision, we use an instrumental-variable quantile regression estimator and find that most of the effect is concentrated in the upper quantiles of the wealth distribution. | Economics | 2011 | 76 | |
9 | The Wealth Accumulation of Antebellum European Immigrants to the U.S., 1840–60 | This article explores wealth accumulation among European immigrants who arrived in the United States between 1840 and 1850. It uses a new sample of immigrants linked from passenger-ship records to the 1850 and 1860 federal census manuscripts. These immigrants rapidly accumulated real and personal wealth. Their real wealth grew 10 percent with each year≈s residence in the United States. This was not because immigrants arriving in the early 1840s were wealthier at arrival than later arrivals, nor was the rapid accumulation of wealth confined to one nationality or occupation. Rather, it reflects these immigrants≈ abilities to adapt to new circumstances after their arrival. | History, Economics | 1994 | 76 | |
10 | Wealth Accumulation and Homeownership: Evidence for Low-Income Households | A primary motivation for promoting homeownership is the concept that owner-occupied housing can be an important means of wealth accumulation, particularly for those lower income and minority households that are able to purchase homes. With given data issues, however, it is difficult to assess the importance of housing and nonhousing sources of wealth accumulation. Examining this difficulty serves as the purpose of this article. The results of this analysis support public policies aimed at both increasing homeownership opportunities in general and those policies that focus on homeownership for lower income households. Even though homeownership is not a guarantee of successful wealth accumulation, household wealth generally appears to be positively affected by homeownership, a conclusion reinforced with comparisons to accumulation of nonhousing wealth. One troubling observation is that owners often make the transition back to renting and, particularly among low-income minority households, do not regain owner-occupied housing. | Economics | 2008 | 73 |
Top 10 cited authors
| # | Author | Papers count | Citation Count |
|---|---|---|---|
1 | 1 | 554 | |
2 | 1 | 554 | |
3 | 1 | 554 | |
4 | 3 | 521 | |
5 | 3 | 521 | |
6 | 3 | 521 | |
7 | 3 | 521 | |
8 | 1 | 487 | |
9 | 2 | 305 | |
10 | 5 | 266 |
Science papers by Year
Clinical Trials
- Researches Count 0
- Ongoing Studies 0
- Total Enrollment
Use Cases
| # | Topic | Paper Title | Year | Fields of study | Citations | Use Case | Authors |
|---|---|---|---|---|---|---|---|
1 | Wealth Accumulation | Homeownership and wealth accumulation for low-income households | 2020 | Economics | 21 | low-income households | |
2 | Wealth Accumulation | Data for: Homeownership and Wealth Accumulation for Low-Income Households | 2019 | Economics | 0 | low-income households | |
3 | Wealth Accumulation | Lifecycle funds and wealth accumulation for retirement: Evidence for a more conservative asset allocation as retirement approaches | 2013 | 9 | retirement: evidence for a more conservative asset allocation as retirement approaches | ||
4 | Wealth Accumulation | Lifecycle Funds and Wealth Accumulation for Retirement: Evidence for a More Conservative Asset Allocation as Retirement Approaches | 2009 | Business, Economics | 23 | retirement: evidence for a more conservative asset allocation as retirement approaches | |
5 | Wealth Accumulation | The Behavioral Response of Wealth Accumulation to Estate Taxation: Time Series Evidence | 2006 | Economics | 50 | estate taxation: time series evidence |
Case Studies
| # | Title | Description | Year | Source Ranking | |
|---|---|---|---|---|---|
1 | Case Study: Wealth Accumulation with Annuities | Oct 19, 2019 — Annuities dramatically reduce the probability of failure and that's been shown with academic studies and economic analysis by people who don't ... | no | 2019 | |
2 | Housing Wealth Accumulation and Distribution in Superstar ... | However, housing wealth is an important component of household wealth and house price changes affect wealth accumulation and its distribution. Moreover,. | yes |
Experts
| # | Name | Description | Followers | Following | Location |
|---|---|---|---|---|---|
1 | Stock Leaks | This is about long-term investments in shares for wealth accumulation and passive income through dividends. | 5 105 | 190 | New York |
2 | Mr.Dekastere | Desirous Of creating Synergy Between The Activity Of Gaming And Wealth Accumulation! | 3 454 | 1 608 | U.S.A |
3 | Kevin Brown | Data & AI Technologist, Azure Cloud Solutions Architect, Investment Industry Veteran focused on wealth accumulation. Comments are my own #BuildAndDestroy ΩΨΦ | 511 | 4 361 | Dallas, TX |
4 | Link | #Crypto is the new wealth accumulation, technology and digital currency. Future of money and money for your future. | 469 | 468 | Myrtle Beach/Vero Beach |
5 | Sheena Ricarte | Interests: International Finance, Economics, & Business | FinTech | Wealth Accumulation, Management, & Preservation | Investment Management | Billionaires | | 297 | 106 | DigitalContentWriter&Investor |
6 | PopeEmeritus Bhikkhu | Happy to be messiah in this lifetime of peace and prosperity. Reaching out for Wisdom and Wealth accumulations. | 282 | 1 910 | 1.305341,103.840446 |
7 | RO Capital | Family office focused on long-term wealth accumulation. | 280 | 50 | - |
8 | Michael J Fusco | Fusco Insurance, Retirement $ Wealth Planning Services - protecting your assets from potential loss, retirement, debt reduction & wealth accumulation solutions. | 280 | 490 | New York |
9 | Chad_CryptoVerse | Built to shoulder galactic wealth accumulation 🦾🧬💎 24/7 traveler 🐸 🏴 | 278 | 959 | - |
10 | Self Made Investor | Wealth Accumulation for retirement | Passive Income | ETF, Dividend Stocks, Trading & Crypto BTC | Lifting more people to join the saving/investing lifestyle | 210 | 140 | - |