One Simple Way to Protect your Wealth?

Wealth Management Westport, CT

How will you Protect your Wealth? Here are some questions that you also need to think of in order to protect your wealth: -What if things go wrong? -What if things didn’t go according to plan? -What if you or your child cause an accident? -What if you are sued? Start thinking about your wealth […]

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Avoiding Investor Mistakes in Bubbles, Part 1

Investment Management Westport, CT

Avoiding Investor Mistakes in Bubbles, Part 1 Key Takeaways I believe that the wounds from the tech crash of 2000 and the housing bust of 2008–2009 are still fresh in investors’ minds. Don’t let the record high levels of the Dow, S&P 500 or other index fool you into thinking the markets are “overvalued.” The […]

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Avoiding Investor Mistakes Made During Bear Markets-This time it’s NOT different

Financial Planner Westport, CT

Avoiding Investor Mistakes Made During Bear Markets-This time it’s NOT different Key Takeaways Bear markets are painful, but given enough time, they always have paved the way for a fresh new bull market. Don’t make irrational decisions during unsettling times or it could take you years to recover. Bear markets occur for a wide variety […]

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Avoiding Investor Mistakes Made During Corrections

Financial Advisor Westport, CT

Avoiding Investor Mistakes Made During Corrections Key Takeaways null As John Templeton famously said: “The four most expensive words in the English language are, ‘This time it’s different.’” Market corrections are painful, but historically, given enough time, they have always given way to new bull markets. Don’t make irrational decisions during unsettling times, or it […]

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Beware of Pretenders, Predators and Other Red Flags, Part 2

Financial Planner Westport, CT

Beware of Pretenders, Predators and Other Red Flags, Part 2 Key Takeaways As an accomplished entrepreneur, you may qualify for a “family office I believe there are three telltale signs for spotting a predatory advisor. Roughly one in five business owners (20%) believe they have been hoodwinked by a financial advisor*. Always make sure you […]

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Tax and Exit Strategies for Successful Business Owners Part 2

Wealth Management Westport, CT

Key Takeaways As an accomplished entrepreneur, you may qualify for a “family office experience”-a high level service once reserved only for the ultra-wealthy. Private Placement Life Insurance is a variable universal life insurance policy that can also help you accumulate substantial wealth on a tax-deferred basis. A Defined Benefit Plan can be a great solution […]

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What is a family office, and how can you have one even if you’re not super-rich?

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A family office: Supports the financial and lifestyle needs of the family Is a truly holistic, solution-driven approach creates the ability to work with top professionals Wealth management professionals scour over and help with: Wealth Management Investment Management Estate Planning Asset Protection Tax Mitigation Charitable Giving Mergers and Acquisition Family and Personal Support: Families don’t […]

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Interesting Strategy to Avoid Gift and Estate Taxes

One Strategy to help you avoid gift and estate tax What’s a GRAT? A GRAT allows you to remove the future appreciation from your taxable estate. This is a powerful strategy to help mitigate your estate taxes getting even more assets to your heirs. Why does it matter? If you have assets that you expect […]

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Do you make these 5 Mistakes Investors make?

Wealth Management Westport, CT

5 Mistakes that Investors Make While these mistakes may seem like common sense, avoiding them isn’t always common practice. 1. Excessive and Active Trading Active trading doesn’t work. It’s not free those costs add up and are a drag on your portfolio, as well as your tax burden (short term gains are taxed as ordinary […]

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How to protect your business if a KEY employee dies

Financial Planner Westport, CT

Do you have a plan in place if you lose a KEY player on your team? If someone is important to your business (not the rank and file, but someone who is seemingly irreplaceable) dies or leaves the company, are you prepared? 1. Offset revenue losses 2. Funds may be needed to ensure business continuity […]

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Stress Testing: Are you 100 percent sure everything in your financial and wealth plans will deliver as promised?

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