inter-vivos-trust-vs.-testamentary-trust

Inter Vivos vs. Testamentary Trusts: An Overview Estate planning offers tools to establish and maintain effective control over cash, investments, and real estate assets during a person’s lifetime and upon death. While wills and beneficiary designations work well to ensure an estate plan meets the unique needs of the individual establishingContinue Reading

clips-from-today’s-closing-bell

Get a Full Investor Curriculum: Join The Book List Every month you’ll receive 3-4 book suggestions–chosen by hand from more than 1,000 books. You’ll also receive an extensive curriculum (books, articles, papers, videos) in PDF form right away. [mailbag_mailchimp]Continue Reading

agi-vs.-magi:-the-difference

In calculating personal income tax, it’s important to understand the relationship between the terms adjusted gross income (AGI) and modified adjusted gross income (MAGI), as they can affect the amount of taxes that you owe. By subtracting certain deductions from your gross income, AGI can reduce the amount of yourContinue Reading

olaplex-ipo:-olpx-offered-at-$17-$19-per-share-later-this-week

Olaplex Holdings Inc. is a scientifically driven beauty company primarily focused on manufacturing luxury haircare products for the professional haircare industry. The company’s portfolio includes products for both professional and home use, including shampoos and conditioners, and bond multipliers. The company has 100 patents. Its products are based on scientificallyContinue Reading

home-sale-contingencies-for-buyers-and-sellers

A home sale contingency is one type of clause frequently included in a real estate sales contract or an offer to purchase real estate. With a home sale contingency in place, the transaction is contingent on the sale of the buyer’s home. If the buyer’s house sells by the specifiedContinue Reading

a-message-to-my-new-class-of-milestone-rewards-clients

Posted September 29, 2021 by Joshua M Brown Every quarter, a new graduating class of clients makes it through their three-year anniversary with us and into our Milestone Rewards program. As Milestone Rewards members, clients are granted a lifetime (permanent!) fee reduction that they have earned with their loyalty toContinue Reading

how-billionaires-manage-their-fortunes

A 2015 report from UBS Group Inc. (UBS) and PricewaterhouseCoopers (PwC) gives a rare look into how the world’s billionaires made their fortunes, how they plan to keep them, and how they plan to pass them on. For financial advisors catering to high-net-worth individuals, insights from the report can be applied toContinue Reading

cash-value-vs.-surrender-value:-what’s-the-difference?

If you read the contract for your annuity or permanent life insurance policy, you’ll encounter insurance industry terms that may sound similar, but mean very different things. This list includes terms such as face value, cash value, cash surrender value, surrender cost, and account value. The differences among these conceptsContinue Reading

wall-street-bullish-on-tesla-(tsla)-delivery-numbers

Will Tesla Inc. (TSLA) deliver? The electric car maker is slated to report its delivery numbers for this quarter next week. While it has tailwinds in the form of favorable regulation for electric vehicles (EVs) in its markets, the company has faced production challenges related to the pandemic. In theContinue Reading