News

Choosing high-quality stocks can be difficult, as they are often hidden in plain sight due to the fact that they are neither “growth” nor “value” stocks, categories often attributed to success in the investing landscape. How then, can we define these high-quality stocks? By taking two factors into consideration: profitability and consistency.

The future is unpredictable and no one can predict what will come next, which is part of what makes estate planning so difficult. Any simple change in things like the tax code can completely affect your family in several ways.

Death and Taxes are two certainties in life, but specific details are lacking leaving them uncertain. While the future of the exemption rate remains uncertain, few advisors are anticipating that tax rates will go down.

To keep everything in working order, any real estate, whether it’s a multi tenant building, warehouse, or office, needs regular maintenance. Routine maintenance is usually sufficient, but every now and again, a large investment is required for bigger problems like a new roof or air conditioning replacement.

Beginning wealth accumulation can be a stressful phase in your lifetime and the pressure that comes with growing your wealth grows with it. Many people may find themselves starting a strategy to deal with high-priority action items, but aren’t able to see how everything works together.

Wealth planning has a broad range of approaches depending on the needs of a client. When it comes to chronic diseases and illnesses having a specialized plan that is sure to meet all the needs takes an understanding and personalized approach.

Inherited wealth decreases by 50% every 20 years as compared to the average American’s wealth. Every six decades, this equates to an 88 percent drop in relative income. The downfall of wealth through generations is more common than one may care to realize and happens all around us.

Ten years ago, Andreessen Horowitz proclaimed that “software is eating the world.”  Since then, the world has witnessed the rise of the first trillion-dollar software companies: first Apple, followed by Microsoft, Amazon, and Google.