Will O’Rourke, Author at PCIA North Texas

Foundation of a Good Advisor-Client Relationship

With a major transfer of wealth on the horizon, here are a few ways to know if your advisor is prepared. A major wealth transfer is on the horizon, meaning that you or your children could be on the receiving end of a major inheritance. While that can certainly be scary, a financial advisor’s job is to ensure that you’re...

Will O’Rourke In Financial Planning, Tax Planning

How ‘Succession’ Becomes Reality

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point...

Will O’Rourke In Wealth Management

7 Thoughts About Present Market Conditions: An Interview with Jeremy Siegel

I had the chance to speak with Jeremy Siegel, a world-renowned economist and expert of financial markets. Here are 7 thoughts he gave about present market conditions for investing: While attending a series of meetings with representatives from Goldman Sachs, Citibank, and other top investment banks across the country, I spoke with Jeremy Siegel about his thoughts on present market...

Will O’Rourke In Financial Planning, Tax Planning

What is Direct Indexing?

Direct indexing is a common investing strategy that allows investors to build a custom portfolio. Direct indexing is a strategy used by investors to build a customized portfolio of individual stocks. This investment approach has gained popularity in recent years due to advancements in technology that have made it easier and more cost-effective to implement. In this article, we will...

Will O’Rourke In Financial Planning

What to do in Volatile Markets

Periods of extreme market volatility can leave investors wondering how to respond. Here is what you need to know! In 2022, the S&P 500 index, which contains some of the most recognizable companies on Wall Street, suffered its worst half year in more than half a century [1]. The economic effects of COVID-19 lockdowns, Russia's conflict in Ukraine and Federal...

Will O’Rourke In Media Features

Will O’Rourke Featured in Business Insider

Will O’Rourke In Financial Planning, Retirement Planning

Living Trust Benefits

A living trust can offer an effective strategy for passing and granting assets. Here’s what you need to know! What is a Revocable Trust? A revocable trust, often called a living trust, is essentially an agreement between a trustor and a trustee. In this agreement, the trustee is granted the right to hold assets and property of the trust for...

Will O’Rourke In Financial Planning, Tax Planning

Choosing the Right Investment Strategy with a Roth IRA

Peter Thiel, a PayPal co-founder, invested approximately $2,000 worth of PayPal shares in a Roth IRA during the late 1990’s. Today, those shares are worth an estimated $5 billion, and Thiel won’t owe taxes on any of the gain if he waits until the age of 59 ½ to withdraw money from that account. Although it’s unlikely that Thiel’s success...

Will O’Rourke In Financial Planning, Wealth Management

House Hunting? Here’s What You Could Do with Your Down Payment

Home prices across the country have skyrocketed to record highs. Many buyers who hoped to purchase a home feel discouraged and anxious after losing one bidding war after another. Now, those who were unable to purchase a home are unsure about what to do with their lump sum of cash. The typical down payment on a home ranges between 5%...

Will O’Rourke In Financial Planning, Wealth Management

How Private Equity Works

When investment options that are most accessible to the investing public seem volatile or uncertain, investors may look to other options that are independent and uncorrelated to the stock and bond markets. Private equity provides an opportunity to gain exposure to alternative investments that are not available on public financial markets. Because the performance of an alternative investment in something...

Will O’Rourke

Prime Capital Investment Advisors North Texas

Prime Capital Investment Advisors
North Texas