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A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan. There was no will, trust, or clear instructions for how their assets should be handled in the event of their demise. Without a plan, your estate could end up tied in probate, a long, expensive legal process.
As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investmentplanning, and riskmanagement. Zack is also skilled in presenting, emceeing, eventplanning, program management, and social media.
Their knowledge extends to various investment products, riskmanagement, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.
Hedge funds differentiate themselves from traditional investment funds by their flexibility in employing various strategies and investment approaches. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.
Hedge funds differentiate themselves from traditional investment funds by their flexibility in employing various strategies and investment approaches. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.
Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3
This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investmentplanning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.
Here, we offer a number of case studies and examples of situations where we worked with our family clients to enact a planning strategy that offered specific tangible benefits to both the parents and children. RiskManagement for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.
Here, we offer a number of case studies and examples of situations where we worked with our family clients to enact a planning strategy that offered specific tangible benefits to both the parents and children. RiskManagement for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.
In particular, we want each client’s operating account to be large enough to provide for spending needs and emotional peace, so that they can comfortably maintain their long-term investments without feeling the need to disrupt them. Create confidence in one’s investmentplan by developing a comprehensive financial plan.
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