Relatively new (available since around 1997) and mainly in the domain of high expense ratios and load funds, are senior floating rate funds, one type of bank participation loan mutual fund. Since interest paid...
Following the 2008 downturn, many wealthy Americans decided to expand their offshore exposure. How can you do the same? Although there is no longer access to significant tax havens abroad, there are plenty of...
I recently helped a friend with some analysis on what brokerage house to use to hold a full distribution from an Employee Stock Ownership plan (ESOP). The comparison was between a full service wire house...
If you read our article Alternative Investments I – what are they, you will remember that an alternative investment is generally anything that is NOT a stock, bond or cash. This article explores a few...
Wealthy investors in wealth categories II through IV (see our article “What Category of Wealth Do You Have?”) utilize investment products and strategies about which the rest of us know little, or in which...
In order to build and maintain family generational wealth, each family member in each generation will do best by learning about existing family and support relationships as well as building newer, more relevant ones...
