Borrowing against a portfolio of stocks and bonds can be a relevant financial & tax strategy, but it is not without risk
Learn why Real Estate Investment Trusts (REITs) could be considered an attractive investment and how proposed tax reforms could impact them.
Learn why some experts fear inflation will reach record highs and what rising rates could mean for investments.
Learn why Warren Buffet, among other market watchers, advise investing in the S&P 500 index fund over “trendier” stocks.
Learn why bonds have fallen out of favor among some investors who fear rising interest rates and inflation, and if their concerns are justified.
Learn about President Biden’s estate and gift tax reform plans and how they could change strategies for wealthy Americans.
Learn why record-low interest rates make the intra-family loan an attractive option for transferring wealth while avoiding estate tax penalties.
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.