Charitable Planning Conversations with Clients in Down Markets

Jun 16, 2022

Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later.

The Stephen and Kevin Show: 5 Affluent Research Takeaways

Jun 16, 2022

Oechsli has long been known for the research they conduct on the affluent.

New SLAT Law Shines, but Some Taxpayers Will Get Burned

Jun 15, 2022

Florida passes SLAT-friendly legislation to ensure that none of the alligators that populate its legal waters will take a bite out of anyone’s estate.

Interest Tracing Explained

Jun 14, 2022

By anticipating borrowing needs and identifying asset acquisitions, advisors can determine how to maximize a clients' interest expense deductions.

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Your Blueprint for Passive Investing in Real Estate

Jun 30, 2022

To passively invest in property, you need to look for an opportunity that won’t require you to play a direct role in managing the investment. How is this possible? Here are several ways.

Using Art to Hedge a Turbulent Stock Market

Jun 13, 2022

Art investment funds offer retail investors access to valuable art market opportunities only previously available to the fortunate few.

Let’s Get Real About Charitable Intentions

Jun 13, 2022

It’s all about reducing taxes and taking care of family.

Deconstructing a Leveraged Life Insurance Plan That’s on Borrowed Time

Jun 10, 2022

If you want to know how the plan is doing, just ask it.

Planning Procrastination – Keep in Motion

Jun 09, 2022

The reasons we all procrastinate are completely understandable. However, the danger of not having a plan in place is the worst outcome.

Walmart Heir Leads Group to Buy Denver Broncos

Jun 08, 2022

Rob Walton's investment group includes his daughter Carrie and her husband, Greg Penner, along with Mellody Hobson, co-chief executive officer of Ariel Investments.