Articles
Success in life is about much more than just money.
Enjoy our selection of articles and posts that relate to entrepreneurship, innovation, leadership, start-ups, work-life balance, and finance.
We welcome your comments and thoughts.
7 Ways the Midterm Elections Could Impact Investors
This article is from before the recent elections, but now that we're a few weeks post-Midterms, the buzz is settling & investors are thinking about the effects of this election on markets. Is your finance team forward-thinking enough to plan for these changes with...
Insolvent Estates of Wealthy Decedents
Do you know - really know - that your estate is in a good place for your heir(s) and executor? If you have any doubts about where you stand financially or where they'll be when it's time for your estate to be executed, now is the time to find out. We may be able to...
Taxes Through the Lens of Cristiano Ronaldo
Do you or a colleague build your wealth in the international arena? This article demonstrates the importance of working with advisors knowledgeable in the relative merits of different tax jurisdictions. While the article did not mention it, the same holds true for...
A Bewildering Bequest
The intent and wording in your will may be totally clear to you as written, but how sure are you of that clarity to heirs with differing interests? This case had to go to the Virginia State Supreme Court to get settled. Make sure your planning is as clear, succinct,...
Roubini: Cryptocurrencies Are the ‘Mother of All Scams’
Some would say Bitcoin, Blockchain, and the like, are "bright shiny objects." They look great until millions are lost. Can your financial plan tolerate the potential of a catastrophic loss in any of its investment assets? Learn more about our way - The Loyalty...
Is It Time to Forgive Outstanding Intrafamily Debt?
The new tax laws doubling the exemption from federal estate, gift and generation-skipping transfer tax to $11.18 MM per person presents planning opportunities, including potentially forgiving outstanding intrafamily debt. Are you affected but uncertain what to do?...
Top Financial Advisor Scams and How to Avoid Them
There are far too many ways for unscrupulous advisors to take advantage of clients. This is a list of but a few. Steer clear of people more interested in benefitting their lives than yours. Get to know us - contact us! "Bernie Madoff, the once highly regarded...
Five Tips to Ensure Clients’ Political Donations Are Proper
Are you interested in making political donations? If so, you should be aware that there are regulations and tax structures in place for it. Let’s discuss your financial path to contributions. Contact us! "All citizens have a fundamental right to participate in the...
Tim Duncan gets $7.5M from ex-financial adviser in fraud settlement
Our job as advisors is to protect our clients' wealth. We take our fiduciary responsibility seriously. Are you sure your assets are protected? If you have any questions, contact us! "Retired San Antonio Spurs star Tim Duncan has agreed to accept $7.5 million to settle...