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Will O’Rourke

Estate Planning Checklist

An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s needs differ, ensuring your property and family are cared for is essential. It also has tax benefits. Will O’Rourke, Esq., wealth and estate planning advisor at Prime Capital Investment Advisors, suggests that most people get an attorney. He says,...
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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...
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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...
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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...
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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...
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Will O’Rourke Featured in Business Insider

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...
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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...
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