Learn why many successful investors take a longer-term view when evaluating the performance of equities during periods of high inflation.
The Rise in Securities-Based Lending to Wealthy Investors
Borrowing against a portfolio of stocks and bonds can be a relevant financial & tax strategy, but it is not without risk
The Potential Tax Risks and Rewards of REITs Under the Biden Administration
Learn why Real Estate Investment Trusts (REITs) could be considered an attractive investment and how proposed tax reforms could impact them.
Making Sense of the Great Inflation Debate of 2021
Learn why some experts fear inflation will reach record highs and what rising rates could mean for investments.
Why Investing in an S&P 500 Index Fund Remains a Popular Option
Learn why Warren Buffet, among other market watchers, advise investing in the S&P 500 index fund over “trendier” stocks.
Bond Investment Myths Amid Interest Rate & Inflation Speculation
Learn why bonds have fallen out of favor among some investors who fear rising interest rates and inflation, and if their concerns are justified.
Potential Changes Ahead for Estate and Gift Taxes Under the Biden Administration
Learn about President Biden’s estate and gift tax reform plans and how they could change strategies for wealthy Americans.
Why an Intra-Family Loan May Be a Good Way to Transfer Wealth Right Now
Learn why record-low interest rates make the intra-family loan an attractive option for transferring wealth while avoiding estate tax penalties.
What High Earners Should Know About the Proposed Capital Gains Tax Hikes
Learn why the Biden Administration’s proposal to increase capital gain taxes may have a significant impact on wealth management planning for high-net-worth individuals.