What is estate planning & why is it important
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.
What is diversification and why is it important
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.
The Importance of Behavioral Finance in Investing
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.
6 Steps to Jump Start Your Finances in 2023
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.
The Magic of Compounding Returns
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.
Benefits of Tax Loss Harvesting
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.
Charitable & Family Giving
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.
HSA Plan Investing: A Hidden Retirement Planning Gem
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
Best Alternative Investments for Inflation
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.