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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Will O’Rourke, Esq., wealth and estate planning advisor at Prime Capital Investment Advisors, suggests that most people get an attorney. He says, “Those that do not need an estate planning attorney are those people with estate values under $50,000, in my opinion. Those estates can pass through quickly in an expedited version of probate court.” Want to read the full…
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Are you a Succession fan and want to read the full story? Check it out here. If you have any questions about holistic financial planning, please call PCIA North Texas at (214) 765-5092, or you can book an appointment with me below!
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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, wealth and estate planner at Prime Capital Investment Advisors, headquartered in Overland Park, Kan., with $22 billion in AUM, added, “As…
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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 prepared for the next steps of life, financially and otherwise. That means working to get a plan in place for that…
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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 could affect the financial landscape. Now, for those of us who are caught up on this brilliant show, let’s go over how its twist…
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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 conditions and how they compare to those of the past. Jeremy Siegel currently serves as the Russel E. Palmer Professor of Finances at the Wharton School of Business as…
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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 explore the concept of direct indexing and provide sources for further reading. What is Direct…
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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 . The economic effects of COVID-19 lockdowns, Russia's conflict in Ukraine and Federal Reserve interest rate increases all contributed to the slowdown. So, what can investors do to give themselves the best…
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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 could affect the financial landscape. Now, for those of us who are caught up on this brilliant show, let’s go over how its twist…
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