April 21, 2021 Filling the Gap: Five Tips for Families with a Disabled Child by Ashley Velategui Planning for an intellectually disabled child’s future financial security requires persistence and detailed planning expertise. With some forethought, and the right team, you can help ensure your child lives the fullest possible life. Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
March 23, 2021 Got Cash? Here’s How to Move Off the Sidelines by Stacie Jacobsen, Adam Sansiveri Athletes that have reached the top of their game have spent a lifetime honing their skills, not letting any opportunities pass them by. That same determination should be applied to their hard-earned cash. Athletes & Entertainers, Wealth Planning Likes 0 SHARE Bookmarks
March 04, 2021 Looking to Transfer Your Wealth? Consider Alts by Andrea Kushner, Alexander Chaloff Investors pursue alternative investments for both their attractive risk-adjusted returns and diversification principles. But for many wealthy families, there’s a hidden bonus: Alternatives provide an excellent source of wealth transfer opportunities. Philanthropy, Trust & Estates, Wealth Planning Likes 0 SHARE Bookmarks
February 09, 2021 Will Congress Turn Back Time on the Estate Tax? by Robert Dietz, Thomas Pauloski Is sweeping tax reform right around the corner? A large gift could result in a gift tax if Congress reduces the basic exclusion amount later this year while making it effective January 1, 2021. How should you handle the ambiguity? Tax Management, Trust & Estates, Wealth Planning Likes 1 SHARE Bookmarks
December 16, 2020 The Giving Athlete by Andrew Bishop, Stacie Jacobsen Athletes often want to give back to their families and communities. But determining the “right” amount to give is not simple. It starts with assessing the amount needed today to secure lifetime expenses. Athletes & Entertainers, Wealth Planning Likes 0 SHARE Bookmarks
December 03, 2020 Lower Your Tax Bill with These Year-End Strategies by Tara Thompson Popernik, Christopher Clarkson While 2020 has been a year of unknowns, taxes remain a constant. Or do they? This year, a new president has injected uncertainty into the tax landscape while several recently introduced incentives are set to expire by year-end. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
November 16, 2020 Should You Invest at Market Highs? by Alex Coulard Investing during a deep downturn often provokes anxiety. But putting money to work at all-time highs feels like you already missed your chance. How can hesitant investors muster their courage? Capital Markets Outlook, Equities, Wealth Planning Likes 0 SHARE Bookmarks
October 20, 2020 Single-Stock Risk: Should You Make a Preemptive Move? by Pavan W. Auman The winds of change are brewing in Washington. Will single-stock diversification strategies, like exchange funds and CRTs, remain relevant if Biden wins? Election, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
September 10, 2020 A Case for Investing Globally, Now by Alex Coulard, Roosevelt Bowman Faced with the prospect of historically low risk-adjusted returns, investors from emerging and frontier market countries may have a unique opportunity to benefit from a global investment portfolio. Wealth Planning Likes 0 SHARE Bookmarks
September 08, 2020 How Will the Election Affect the Market? by Matthew D. Palazzolo, Christopher Brigham With the 2020 election rapidly approaching, we look at how the market factors in elections and what that means for investors in the coming months. Economics, Policy & Regulation, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
August 04, 2020 A Quiet Summer Fuels Catalog Sales by Stacie Jacobsen, Adam Sansiveri The opportunity for songwriters and producers to sell their song catalog has never seemed more alluring. What is yours worth and does a sale make sense for you? Athletes & Entertainers, Wealth Planning Likes 1 SHARE Bookmarks
June 15, 2020 Should Entrepreneurs Trade Retirement Savings for a Liquidity Lifeline? by Richard Weaver, Andrew Bishop Many small business owners who need liquidity may find it in an unexpected place: their own retirement savings plans. But at what cost? Business Owners, Coronavirus, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
May 26, 2020 Concerned About Concentration? You Have Options by Daniel Brunello, Anne Bucciarelli When times are good, concentrated stock positions look limitlessly profitable. But what happens in a reversal? Fortunately, you can lessen exposure in several ways, depending on your goal. Coronavirus, Philanthropy, Wealth Planning Likes 0 SHARE Bookmarks