Articles
Success in life is about much more than just money.
Enjoy our selection of articles and posts that relate to leadership, entrepreneurship, empowerment, insurance, lending, and sports & entertainment marketing.
We welcome your comments and thoughts.
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...
SC investment adviser lost $3 million in client money, report says
We hate to see such acts committed against clients. The LAI Way is simple: the best strategies for you to achieve your goals and your vision for your future. If you want to work with a financial advisor who puts clients before themselves, contact us! About $3 million...
NBA star Tim Duncan sues his financial adviser
A player pushed into bad investments by his financial advisor? It's unfortunate how often this happens to professional athletes. Your comfort and confidence should be paramount when making investment decisions. We can help. Contact us to learn more! Joining long list...
Six Rules for Athletes in Search of an Advisor
We are passionate about protecting athletes and helping them secure their financial legacies. Contact us to learn more! "Too often, the financial life cycle of pro athletes follows this pattern: Fat signing bonuses and rich endorsement deals. Lavish living. Soaring...
Google’s Foundation Hopes to Be an Example of Giving for Other Companies
Does your business have philanthropy as part of its corporate DNA? Let's discuss your path to giving. Contact us to learn more. "This week’s Business of Giving features Jacquelline Fuller, president of Google.org, the charitable arm of the tech giant. Google founders...
LendingClub Sub Failed to Meet Fiduciary Duty, SEC Says
The fiduciary responsibility of those in control of funds is something to be taken seriously - but not everyone does! Let's discuss how your money can be put to work for YOU, and not an errant manager. Contact us at cfields@loyaltyalliance.com or 212-570-1212. "The...
The Sky Isn’t Falling on Aretha Franklin’s Estate
Aretha Franklin died without a will. Should you? The lack of a will or trust does not necessarily signal probate troubles ahead. But careful planning is critical! Contact us to discuss how we can help you protect your wealth and legacy. "Following the death of Aretha...
How to Avoid Being an Art Fraud Victim
How sure are you of the authenticity, and value, of your art? Don't be a victim of poor investments of ANY variety! Contact us to discuss how we can work together to protect your wealth. "Attendees of Expo Chicago, a three-day art fair featuring galleries around the...
3 Tax Breaks That May Be Better in the Long Run
Do you know if short or long-term tax benefits will work best to help you achieve your goals? Best not to make any assumptions. At Loyalty Alliance we consider your circumstances when setting goals. If you have any questions or concerns, contact us! "Talk to a tax...