Working with the Right Advisor

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors we would describe as extremely

2021-07-13T16:44:24+00:00July 13th, 2021|Financial Planning, Investments, Wealth|

Save 1031 Exchanges = Save Small Businesses

Under President Biden's April 28th tax proposals, two would affect the world of 1031 Exchange's. Under these two proposals, Section 1031 would be modified to: Eliminate the use of Section 1031 for deferring gains over $500,000. Eliminate the step-up cost basis at death. Since 1921 1031 Exchanges have been a vital part of the U.S.

2021-06-10T14:40:27+00:00June 10th, 2021|1031 Exchanges, Investments, Real Estate|

Registered Investment Advisor (RIA) vs. Broker Dealer: What are the Differences & Who Should You Invest With?

To the unfamiliar, both professionals may seem the same, but there are differences that distinguish the two in ways that investors should pay very close attention to.   How are they Licensed? RIAs are registered with the Securities and Exchange Commission (SEC) or their state securities regulator.   Broker-dealers are members of the Financial Industry

2021-02-19T18:00:08+00:00February 19th, 2021|Financial Planning, Investments, Professional Advisors|

Recession Resilience in 2021 for 1031 Exchanges

Up until 9 months ago when the Coronavirus (COVID-19) officially impacted the United States, commercial real estate investors were experiencing one of the hottest markets. Urban areas were seeing some of the highest prices in history. Seemingly overnight investors could no longer visit their replacement properties, banks pulled out of loans, & rental properties realized

2020-12-23T15:54:45+00:00December 23rd, 2020|1031 Exchanges, Asset Protection, Investments, Real Estate|

The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a financial advisor who has levels of integrity and who wants to do what is in their client’s best interest at all times. But it seems that fewer people pay attention to the orientation

The Importance of Stress Testing Your Wealth Strategies

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver the results

2020-10-22T20:45:07+00:00June 17th, 2020|Insurance, Investments, Professional Advisors, Wealth|
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