The natural beauty of a sunset on a vast horizon can be breathtaking. However, there are a small number of sunsets that most taxpayers hope to never experience. Unfortunately, this article is a discussion of the latter – but taxpayers should prepare for potential changes instead of kicking the can to 2025. WHAT’S CHANGING? The Tax Cuts and Jobs Act...
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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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Will O'Rourke, a "Succession" fan and wealth advisor for Prime Capital Investment Advisors, told Insider the dramatic fall in Waystar's stock could be realistic because of the huge influence Roy had as CEO. ”When you think of Tesla, what do you think would happen if Elon Musk died tomorrow? It'd be a pretty bad day for Tesla in the markets......
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You’ve heard “Use it or lose it.” Well, when it comes to your clients’ kids, it’s “Know them or lose them.” That means, you need to get to know them well—before the clients pass away and their money transfers to the next generation, according to financial advisors and firm executives who handle this issue on a frequent basis. Will O’Rourke,...
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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...
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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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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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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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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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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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