Estate planning refers to the process of arranging for the transfer of an individual’s assets and properties upon their death, in accordance with their wishes. The process typically involves creating legal documents such as wills, trusts, powers of attorney, and advance directives that outline how the individual’s assets will be managed, distributed, and protected after they die.
What is the difference between an accredited investor, a qualified client and a qualified purchaser?
Learn the difference between an accredited investor and a qualified purchaser titles govern access to certain investment opportunities.
When it comes to investing, one of the most important principles is portfolio diversification. Diversification is an investment strategy that involves spreading your money across different asset classes and securities such as stocks, bonds, commodities, real estate, infrastructure, private debt, private equity and cash equivalents.
Understanding behavioral finance can be the difference between poor returns and great ones. In this blog you will learn how to recognize your own bias and those of investors in which you allocate capital. Then take steps to mitigate these biases in the future.
Make 2023 a productive year for your finances by reviewing your financial goals. This means taking stock of your investments, budget, debt and taxes. Here are a six steps to get you started.
Compounding is the most powerful tool in long-term investing and Albert Einstein once referred to compound interest as the “eight wonder of the world” given its ability to exponentially increase the value of investments over long periods of time. In this blog we will show you the math behind compounding returns and why it is so important for meeting long-term financial goals.
Tax loss harvesting is a practice of offsetting capital gains taxes by selling investments at a loss and using the losses to reduce taxable income. When done strategically, tax loss harvesting can help investors save money on taxes. In this blog post, we will discuss how to maximize your returns through tax loss harvesting.
Giving is a powerful tool for individuals and families to have a positive impact or create a legacy. If done right, it also provides estate and tax planning benefits. Learn more about these benefits and ways to utilize gifting in this blog.
Unlike a flexible spending account (FSA), the funds in an Health Savings Account (HSA) roll over to the following years when not spent. These are likely the best and least known place to stash away capital for retirement and get rewarded
Discover an aggregated list of investment opportunities that both provide diversification to traditional stock and bond portfolios while also possibly protecting investors capital during inflationary periods.
Learn why the 60/40 portfolio has underperformed investor expectations and the potential opportunities in private markets to better diversify portfolios, enhance returns, and meet client goals.
The COP 27, or Conference of the Parties, is currently underway in Egypt and brings the topic of climate change funding back into the limelight.
Discover the top takeaways from the SOCAP event on impact investing trends.
Learn how to start investing in real estate with this guide.
Learn the different types of investments in real estate and how to get started.
The Capital Stack encompasses the total value of capital necessary for a real estate investment project and what the expected return and priority of repayment is for that capital.
These assets can provide significant value to investors’ portfolios through increased diversification and lower risk given their underlying characteristics.
Community Development Loans specialize in lending to individuals, organizations and businesses in under resourced communities to support community development activities.
Real assets can provide significant value to investors’ portfolios through increased diversification and lower risk given their underlying characteristics. Learn more now.
401k’s are great savings vehicles for employees and have additional tax advantages if properly utilized. Learn more about different options for 410k Investments.
Underinvested in for decades despite strong growth in demand, we believe affordable housing is both a prime investment opportunity and a way to help alleviate the US housing shortage.
Private markets are increasingly an area of focus for many impact investors as a way to diversify out of the public markets.
Impact Investments focus is on specific investment opportunities, often in the private markets, that aim to a solve an environmental or social challenge, materially, measurably and intentionally while also providing a profit.
At Citizen Mint we select the investments we are convinced will make a positive difference in the world while providing a competitive risk-adjusted return.