Month: November 2016
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Trump as President-Elect: Top 10 Year-End Tax Planning Tasks, according to McManus & Associates
Top AV-rated attorney releases immediate to-do list with annual estate planning opportunities and strategies based on President-Elect Trump’s pre-election tax platform NEW YORK, NY – November 18, 2016 – In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning strategies that should be considered as…
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U.S. Census Bureau Facts for Features – Thanksgiving Day: Nov. 24, 2016
WASHINGTON, Nov. 16, 2016 /PRNewswire-USNewswire/ — In the fall of 1621, the Pilgrims — early settlers of Plymouth Colony — held a three-day feast to celebrate a bountiful harvest. Many regard this event as the nation’s first Thanksgiving. The Wampanoag Indians in attendance played a key role. Historians have recorded ceremonies of thanks among other…
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Liquid Alternatives Veteran Takes Over Fund to Expand Alts Offering to Advisors and Investors
Demand for Sub-Advisory Services Leads to New Fund Liquid alternative investment veteran, Dick Pfister, founded AlphaCore Capital to bring alternative investments to private clients in an independent, boutique setting. A year later, the La Jolla- based firm’s success and demand from advisors for sub-advisory services have led the firm to take over an alternative mutual…
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What The Kids Get – Planning Your Legacy So Your Final Wishes Come True
After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money without worrying about passing on anything to the next generation. But plenty of others are determined to leave a legacy – whether it’s by bequeathing a tidy sum to their children and grandchildren, or bestowing…
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SRI Research Prize Winner: Impact Investing “Supply” Failing to Meet Demand
The SRI Conference Announces Moskowitz Prize Winner: Study Shows Europe’s Demand for Impact Funds Over Traditional Investments Three Times Higher Than in North America DENVER, CO. AND BERKELEY, CA (November 10, 2016) — The demand for impact investing alternatives is outstripping the available supply of such choices for investors, according to a new study awarded…
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World Out Of Whack: Military Miscalculations
When it comes to the stock and bond markets, the mandate’s pretty simple. Deny, then inflate another bubble. The central banks will continue to do this until the market takes their ability to do so away. It’s going to be quite something to witness. What about geopolitics, though? This is a bit trickier to determine,…
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How To Create A Fulfilling Retirement When Every Day Is Saturday
It’s the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of golf after the other. Finally read that teetering stack of books on the nightstand. In retirement, every day is Saturday – only without the dread about what Monday morning back at the office might bring.…