How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Boats, Boats, Boats. | Carlos Alvarez/Getty Images
Are your clients fed up with all of the unused yachts they have just floating around taking up space? Well, you’re in luck. SeaKeepers Society’s Yacht Donation Program is here to take unwa...
(Bloomberg) -- Yale University’s endowment earned $2.6 billion in investment gains in fiscal 2015. A proposed bill in the Ivy League school’s home state of Connecticut is eyeing a share of the bounty as a source of revenue...
When it comes to buying a business aircraft, cash remains king. With interest rates still low, cash is not earning much sitting in checking or savings accounts...
“Anytime you find someone more successful than you are, especially when you're both engaged in the same business—you know they're doing something that you aren’t.” ― Malcolm X
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Theme: Mother and daughters working together, sharing a commitment to their business, can enjoy each other and make a strong and effective team.  ...
A California federal judge threw out Lionsgate Films’ lawsuit against TD Ameritrade, which claimed the brokerage firm infringed on its trademark in a recent ad referring to the studio’s 1987 movie Dirty Dancing, according to The Hollywood Rep...
Limitations on the deductibility of investment advisory expenses can have outsized impact on taxpayers with high adjusted gross incomes (AGI) or those subject to the alternative minimum tax (AMT). Taken together, the 2 percent of AGI limitation a...