Latest Content

Single-Stock Diversification Strategies

Investment Management

Learn how to limit risk and save taxes when diversifying a concentrated stock position.A portfolio that is top-heavy in one security poses tremendous downside risk, so it’s critical to employ diversification strategies.These strategies can help an investor hedge, monetize, and diversify out of a concentrated equity position while deferring capital gains tax.

Read More...


The Special Needs Trust

Carlo Lombardi |
Wealth Planning

A supplemental or special needs trust may help provide financial assistance for a disabled child.Government guidelines specify that if the child accumulates over $2,000 in assets, he or she could lose valuable government benefits.To help families provide financial assistance for disabled children without jeopardizing SSI or Medicaid benefits, Congress authorized the use of an irrevocable, supplemental or special needs trust.

Read More...