Blog

The Exclusive World of Private Investing

Some Americans are getting seasick from Wall Street volatility and are looking for alternative investment options. You may be considering alternative investments as well for placing and growing your money.

But, where to start?

Start where the wealthy put their money. Institutions, such as hedge funds and university endowments, as well as ultra-wealthy investors have long invested in private markets as an alternative to the stock market since growth and returns in the private markets have outpaced those in the public market.

0

Tax Strategies of the High Net Worth Investor

Just as in sports, the wealthy know that for growing or maintaining wealth a good defense is just as important as a good offense.

In financial terms, for growing wealth, not only is it important to increase income but it’s equally important to protect that income from the IRS.

Just as zealous as the wealthy are about growing their proverbial “pot,” they are equally fervent about defending that pot from being chipped away by taxes.

0

Why you Shouldn’t Plan for Retirement

2019 is here and let’s go counter-intuitive.

Don’t plan for retirement.
In the world of finance, there are two types of financial advisors, financial planners whose goal is to help customers get ahead and wealth managers who assist those who have already made it.
Financial planners primarily assist with lifestyle planning, including budgeting, college, and retirement. Most of their clients are middle class.

0

Never Invest in Annuities

Have you ever gone shopping for a cell phone and get the sense the salesperson you were dealing with was overzealous about a particular brand?

Ever felt pushed hard toward a certain brand even though you perceived it as being inferior to other available options?

The salesperson shouted from the rooftops about all the benefits of such and such phone while tearing down a competitor’s phone. Meanwhile, drawbacks of the featured phone were completely ignored.

Real Estate vs. Stocks

Which investment does 145 years of data prove to be better?

Every asset class and company has their reasons for why they are unequivocally the correct choice for investors. In an environment like this, it is natural to become distrustful and overwhelmed.

Call Us Today