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Market Capitalization and a Diversified Portfolio

Kevin Ross |
Investment Management

Understanding and assessing the market capitalization of companies is crucial to making smart investment choices.   Market capitalization, or “market cap,” refers to the total value of all of a company’s shares of stock. All companies are categorized according to their market capitalization as small-cap, mid-cap, or large-cap. Investors need to take these categories into account


Becoming a Philanthropist: It’s more than Just Writing Checks

Carol G. Kroch |
Wealth Planning

There are many factors to consider when becoming a philanthropist or starting a charity.    Establishing a new charity requires many important considerations. Adopting a strategic vision for the charity brings discipline and focus to philanthropy. Prudent investing and fundraising are key to a charity’s growth potential. Just as an individual goes through life cycles,


Strategies for Real Estate Developers

Donald P. DiCarlo Jr. |
My Business

Your business requires unique estate planning considerations.  As a real estate developer, you may be in a favorable income tax position. Strategies that reduce death-related taxes and estate administration costs are important to explore. Planning for the ultimate continuation or sale of your business is equally important. As a real estate developer, you may be