For some investors, traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. These individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most common alternative assets […]
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For some investors, the traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. When this occurs, individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most […]
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The beginning of a small business is exciting. It’s easy to get caught up in the thrill of improving, growing, and expanding your company into the future. However, along the way, little to no thought may be given to what happens after selling your business. In the following guide, you’ll be taken through exit planning […]
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Markets Heat Up in July Favorable economic data fuels risk assets as markets post solid gains during July 2023. Key Observations Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines. The Federal Reserve raised rates in July, now targeting 5.25-5.5% […]
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Family businesses are a source of pride and a testament to hard work. Yet, even the most successful businesses are destined to face a transition. The question is, how do you ensure a smooth transition that both honors the legacy you’ve built and secures your family’s future? This guide is here to help. Below, you […]
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Recessionary Resilience – Defying Expectations Key Observations In our 2023 Outlook, Goodbye TINA, we outlined three broad themes that were likely to influence markets in 2023 – continued volatility, moderating inflation and a bear market bottom. The first half of 2023 has largely validated those views and we do not anticipate material changes ahead of […]
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In the realm of savvy financial tactics, “bunching” charitable donations stands out as a particularly smart move. This strategy offers an opportunity to donate multiple years’ worth of charitable gifts in a single year, amplify your impact on the causes you care about, and save big substantially on your next tax bill. Below, you’ll learn […]
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Estate planning is an essential process in safeguarding your financial legacy. Gifting strategies are a crucial component of estate planning, as they offer many benefits for you, and your beneficiaries. In this post, you’ll explore the various estate planning gifting strategies that can help maximize the impact you’re able to have on the people and […]
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Explore the pros and cons of donor-advised funds for effective charitable giving strategies. Consult with C.W. O’Conner Wealth Advisors to make informed decisions. Read now!
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A family limited partnership (FLP) can be a great estate planning tool for families looking to transfer wealth, minimize their estate tax liability, and ensure asset protection. However, like with other estate planning tools, FLPs have their advantages and disadvantages, and it’s important that you understand them before deciding whether or not one is right […]
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