Podcast - NearSight and FarSight
March 25, 2021
No Comments
Podcast - NearSight and FarSight
March 22, 2021
No Comments
Articles
What are the Fiduciary Responsibilities?
A fiduciary is a person or organization entrusted with the responsibility of managing assets or property on behalf of someone else. A fiduciary has a legal obligation to act in the best interest of their client or beneficiary and to
March 17, 2021
No Comments
Articles
How to “use” Depreciation and why it’s in your K-1?
How to “use” Depreciation: Basic Definition: Depreciation is a method used to allocate the cost of a tangible asset (like a building, machine, or vehicle) over its useful life. Since assets wear out or become obsolete over time, they lose
March 8, 2021
No Comments
Articles
How to “use” Amortization and why it’s in your K-1?
How to “use” Amortization: Basic Definition: Amortization is a process of spreading out a cost or payment over a period of time. It’s a bit like depreciation, but while depreciation typically refers to spreading out the cost of tangible assets
March 8, 2021
No Comments
Articles
Passive Tax vs Active Tax Strategy
Key InSights: Too few investors have an active tax strategy The efficiency or a potential write off should not be the reason you own or sell an investment Managing federal and state income taxes is a year-long process Taxes are
February 26, 2021
No Comments
Articles
What should I know about Bitcoin?
Let me be clear from the beginning, there is a demand for a stable value, inflation-resistant currency in the world. It’s not Bitcoin. Bitcoin might be the first through the door, it may revolutionize the zeitgeist ways we discuss the
February 22, 2021
No Comments
Articles
Critical questions that investors should discuss
What is the investment objective, and what is the time horizon for achieving it? What is the risk tolerance of the trust or family office? What is the desired return, and what is the asset allocation required to achieve it?
February 18, 2021
No Comments
Articles
The New Technology Land Rush: Data Centers
Few can doubt that the future of investment in America is in technology, and the future of technology is in data. As Texas deals with a historic cold snap the nation is seeing the knock-on effect of power supply affecting
February 17, 2021
No Comments