It is important to note that as the fourth quarter gets underway there is the potential for tax-loss selling in parts of the markets like International and Small Cap and Closed end funds later in November and December. Tax-loss selling is when investors sell securities to realize losses for tax […]
Key takeaways from the Covid Update this week… * Every region of the country is taking a turn with a pattern of high daily reported cases. The Midwest is now taking their turn as the leader. * Daily reported positives as a percent of the total tests have moved back […]
It Doesn’t Matter Who Wins The Election – Higher Taxes Are Expected, So Get Ready. Every four years when the U.S. presidential election approaches, Americans must think about the vast implications of the potential presidential outcome. With the economy struggling to stay afloat during the pandemic, candidates’ proposed tax policies […]
Key takeaways from the Covid Update this week (above)… * Every region of the country is taking a turn with a pattern of high daily reported cases. The Midwest is now taking their turn as the leader.* Daily reported positives as a percent of the total tests have moved back […]
Perhaps the biggest misconception that people have about philanthropy is that good intentions and a lot of money mean a lot of impact. But you don’t need Bill Gates’ money or Oprah Winfrey’s celebrity to effect meaningful change through philanthropy. Philanthropy is a great tool for family health and Matt […]
Stress testing can be one of the most effective ways to confirm whether a particular approach, product or service is right for a client or prospective client. And when you can help them make smart decisions, you deliver something invaluable: peace of mind. At the 360° Family Office, we provide […]
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending […]
The presidential election is around 60 days from now and several clients have asked – is this an issue they should be concerned with? My first impulse is to remember – the markets are random and there is no way to forecast what they do. WIth that in mind…a few thoughts and […]
You want to work with top advisors and other professionals who are capable of helping you fully pursue your key goals. Here’s how to size them up—and the three key traits they all should possess. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A1_PROFESSIONALS_EXCEPTIONAL/ As always, standing by to be of any assistance.
Most family businesses experience disagreements and fights. Here’s a look at how to make sure those conflicts are addressed properly so they don’t harm or destroy the company. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A3_CONFLICTS_FAMILY_BUSINESS/ As always, standing by if I can be of assistance.