Help mitigate risk and set the stage for financial success both before and after a liquidity event.

The goal is to “grab them when they’re focused on it and get them to make a change then and there. “

$1 million lasts a long longer in Mississippi than in New York, global dividends are on the rise and the pitfalls of celebrity endorsement deals.

With both the equity and fixed income markets near all-time highs, investors are concerned about the risk in traditional portfolios.

Under the House bill, they get hurt more than the middle class and the super rich. Some argue it’s fair to make them pay more.

Clients and advisors need to fully understand the inherent risks of the transaction.