First off, let me add a disclaimer that I’m not an estate planning attorney or CPA and that everyone should seek counsel from one for your own unique circumstances. The…
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Last month, President Trump signed into law a package of tax cuts (or changes to some). While I’m not a CPA and each person should contact their own accountant, below…
Why Founders & C-Level Executives Still Need a Wealth Manager What are you good at, and what do you most enjoy doing? The reason I ask the question this way…
Rental real estate can add diversification and income to an investors portfolio. What some people aren’t aware of is there’s a way for you to sell one property and buy…
Above is the textbook definition of a fiduciary and it’s obvious why an investor should work with a professional who’s a fiduciary. Would…
In today’s world, there’s been a big push towards passive investments and away from active management. I’ve discussed in a previous post, Perhaps The Biggest Bubble Ever?, how much…
My father used to tell me that in the past when someone passed away, all you had to do was wait for the mail to arrive. He is a…
Estate planning is a crucial element of wealth management that our firm assists our clients with. While we don’t get paid to provide and write estate plans, we’re very involved…
Purpose of Life Insurance People or entities purchase life insurance for various reasons, and the reasons can change over time. A newly married couple, for example, may purchase insurance for income replacement;…
We think it’s important to understand the basics of investment and terms you’ve probably heard, but might not know what they mean. Below are a list of commonly used terms,…