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The S&P 500 continued to reach record highs in November, leading many to speculate whether the market had rallied too much, too fast. Looking at historical data, Duru Ahanotu, founder of Ahan Analytics, says ...
Assisting high-net-worth clients with tax-efficient wealth transfer
“First-to-die” insurance can protect partners from cash flow issues when the first of the insured passes away.
In the investment industry, everything pales when compared to a liquidity event for a client that triggers a world of new investment possibilities. But the harsh reality is that too many advisors and financial planners are overlooking the...