Aug 8, 2019 | Articles, Business, Wealth, What's Cool and Interesting
Have you heard about “investment migration?” Wealthy individuals are legally obtaining passports from multiple countries to hedge their identities and lifestyles in a similar way as they hedge their portfolio. This is a very interesting trend we’re...
Jul 12, 2019 | Articles, Professional Athletes, Sports
Did you know our President, Cindy Fields, is Special Advocate for the Major League Baseball Players Alumni Association? This year the MLBPAA’s Legends for Youth Dinner will be celebrating its 20th Anniversary on Thurs., Nov. 7th at Capitale in New York City....
Jul 8, 2019 | Articles, Estates, Professional Athletes, Sports, Wealth
Former Denver Bronco’s owner, Pat Bowlen, who died in June at age 75, laid out a series of qualifications that at least one of his seven children would have to meet if they ever wanted to assume control of the franchise. Is his plan working as intended? Read...
Nov 27, 2018 | Articles, Business, Finance
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...
Nov 14, 2018 | Articles, Finance, Goals
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...
Nov 8, 2018 | Articles, Entrepreneurship, Finance, Goals, Professional Athletes
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...
