Brian Ortiz: Venture Capital vs. Private Equity From: www.linkedin.com I’m utilizing two separate sources for this post as both complement each other nicely: Patrick Roberts, JD from HedgeStone Business Advisors…
Why You Need The Business Owner Estate Planning Process From: www.businessmole.com For company owners, estate planning is essential. When you’ve worked so hard to establish and expand your family company,…
Dear Financial Advisor: Why Is My Portfolio Doing So Badly? From: www.thestreet.com That’s a question many investment advisors are hearing these days when they dare to answer the phone. Understandably,…
Basics of Estate Planning: Asset Protection – Part 1 From: www.aaepa.com This is another in a series of blogs on the basics of estate planning. This week, we’ll take a…
Got Questions About Medicare Hospice Services? Here Are Some Answers From: www.forbes.com Learning about services that Medicare covers, and their cost, is an important discussion topic for Medicare beneficiaries. However,…
Summary of the Biden Administration’s Proposed Federal Tax Changes From: www.legacyplanninglawgroup.com Summary of the Biden Administration’s PROPOSED Federal Tax Changes. On Monday, September 13, a tax bill was sent to…
Read moreActively vs. Passively Managed Funds Performance From: www.morningstar.com 4 key takeaways from Morningstar’s U.S. Active/Passive Barometer The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of actively…
How Are Trusts Taxed? From: www.aaepa.com Trusts can be very useful vehicles to control assets during life and after death. During life, they can be especially helpful to control assets…
Estate Planning Reduces Stress During High Anxiety Times From: www.aaepa.com Everyone who lived through September 11, 2001, shares a common experience. Although colored by our individual circumstances, we remember looking…
The 4 expenses retirees most underestimate, and how advisors can help From: www.financial-planning.com Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into…
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