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
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
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?
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
Case Study: Jackson and Keri
Below are some details regarding some recent success we have had with a young family we are happy to provide investments and planning for. We hope their story will help to provide new ideas and hope for other families planning
What to include in an Investment Policy Statement?
Investment objectives: The first step in drafting an IPS is to define the investment objectives clearly. This includes the risk and return objectives, which will guide the investment decisions. The IPS should also state the investment horizon, which determines the
How to draft an Investment Policy Statement?
Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the