Three Things To Consider Before You Downsize In Retirement

Often retirees have planned to downsize their homes once they hit their retirement years by selling off a family home that is too large for their...

Navigating Family Enterprise Risks

When asked about succession planning, many people outside of a family business think of “Succession" a gripping drama series that follows the power...

A Seven Step Guide To Caring For Aging Parents

Aging gracefully is an integral part of life's journey. As we mature, there comes a time when we may reciprocate the care our parents once provided...

Two Types Of Budgeting Based On Your Career

When it comes to budgeting, there’s a broad spectrum of how people like to manage their money. That being said, often people fall into the same...
What Is The Difference Between Time Weighted Rate Of Return Calculation And IRR?
Each of these calculations serves a different purpose. The best way to describe the different uses for the two calculations is to say IRR is your rate of return while the time weighted rate of ...
Investor Update – SpaceX Starlink satellite internet business
According to CNBC, last week Elon Musk told SpaceX employees the company isn’t likely to take its Starlink satellite internet business public until 2025 or later, extending the estimated ...
2022 L.A. Business Journal Leaders of Influence: Private Equity, Investors and Advisors: Russell Evans
Custom Content by the Los Angeles BUSINESS JOURNAL   The economic climate has forced companies to make changes to the way they do business and to the way they approach their fiscal needs. ...
Avitas Capital Private Equity Access 2019 Fund: Investor Update
Investor Update Private Equity Access 2019, LP The Private Equity Access 2019, LP Partners Capital Account Statement (PCAP) through December 2021 is available. Through the end of 2021, the ...
The 2022 Disruptor 50 list: Meet the next generation of Silicon Valley
In the tenth annual Disruptor 50 list, CNBC highlights private companies that grew through the ups and downs of the pandemic and are poised to meet increasing economic and consumer ...
Avitas Wealth Management’s May 19, 2022, Market Update Webinar
Topics Covered: Fixed Income in a Rising Rate Environment Heightened Volatility in the Equity Market Investor Behavior and Bear Markets   A replay of the Avitas Wealth Management call from ...
How Investors Are Turning Nostalgia Into Profits
In April, a new record entered the Guinness World Records: A Pokémon card was sold to YouTube star Logan Paul for over $5 million. Was this just a publicity stunt from an influencer, or was ...
Understanding Qualified Small Business Stock & The Capital Gains Exemption
Benjamin Franklin suggested that death and taxes were life’s only certainties. Sadly, his advisors were not aware of the Qualified Small Business Stock (QSBS) exemption. If you are facing a ...
What is GST Tax?
Many people are familiar with income and estate taxes but not many know what the generation skipping transfer (GST) tax is or how it can impact the monies you leave your heirs. The GST tax is ...

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