Just BDIT ?
First off, let me add a disclaimer that I'm not an estate planning attorney or CPA and that everyone should seek counsel from one for your own unique circumstances. ...
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Tax Law Changes (Summary)
Last month, President Trump signed into law a package of tax cuts (or changes to some). While I'm not a CPA and each person should contact their own accountant, ...
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Why Hire A Wealth Manager?
Why Founders & C-Level Executives Still Need a Wealth Manager What are you good at, and what do you most enjoy doing? The reason I ask the question this way ...
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Selling Real Estate Without Paying Taxes
Rental real estate can add diversification and income to an investors portfolio. What some people aren't aware of is there's a way for you to sell one property and ...
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What is a Fiduciary and Why It’s Important?
Above is the textbook definition of a fiduciary and it's obvious why an investor should work with a professional who's a fiduciary. Would you want someone who's in a ...
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Investment Allocations for Todays Era
In today's world, there's been a big push towards passive investments and away from active management. I've discussed in a previous post, Perhaps The Biggest Bubble Ever?, how much ...
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Personal Contingency Planning: A Critical & Overlooked Area
My father used to tell me that in the past when someone passed away, all you had to do was wait for the mail to arrive. He is a ...
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Top Estate Planning Mistakes
Estate planning is a crucial element of wealth management that our firm assists our clients with. While we don't get paid to provide and write estate plans, we're very ...
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