News
The Myth of the Triple Net Lease
Demand for triple net lease investment opportunities has been rising consistently over the last two decades.
Coping With Complexity: Four Pitfalls Informed Investors Can Avoid
It is an era of complex fee structures with many high-net-worth (HNW) investors unaware of just how many forms and layers of fees and costs are lurking within their portfolios.
Risk Aversion and Investor Sentiment
Global equity markets are up significantly in 2019 as they continue to rebound from last year's sharp selloff. The S&P 500 index reclaimed new highs on its way to a 19% gain in the first half of 2019, the Russell 2000 index of smaller companies rose by 17% and the global MSCI All Country index advanced by 14%.
Key Strategies For Maintaining Stakeholder Alignment Amid High-Net-Worth Portfolios
A 2019 Forbes Insights survey finds that 68% of high-net-worth (HNW) investors say family relationships greatly complicate wealth management.
Low Interest Rates — Recession or Distortion?
Financial markets have been volatile for the better part of the last two years. In the meantime, the current U.S. economic expansion has progressed to now become the longest on record.
Why Your Family’s Money Belongs In Nevada — No Matter Where You Live
Nevada may be known for its casinos and high-stakes poker games, but high-net-worth families will find it no gamble to keep their money there.
Optimizing Your Exit Plan
Forbes Insights research shows that over half of today's high-net-worth investors generated or obtained the lion's share of their wealth either exclusively (22%) or to some degree (31%) through a family-run business. This highlights the essential art of exit planning--prepping the family and the business for its future once today's stewards hand over the reins.
Webinar: Why Your Family’s Money Belongs in Nevada – No Matter Which State You Call Home
Nevada has some of the most innovative trust laws and offers attractive income tax advantages for high-net-worth families and business owners.
Want to Be a Better Investor? Focus Only on the News You Can Use
We all want to be informed when it comes to market activity, not only because it helps us better contextualize the economy, but also because it signals something about our outward persona...