Lessons Learned: Avoiding Costly Mistakes in Wealth Management

Wealth Planning
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Don’t let conventional wisdom damage your unconventional wealth.  Conventional advice may be harmful if you’ve accumulated significant wealth.Avoiding critical mistakes in wealth management, advisor selection, asset allocation, and family communication is key.Working with a trusted advisor in a collaborative wealth management environment is crucial.“Subtract your age from 100 to get your target stock allocation.

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Benefits of a Blind Trust for Executive Diversification

Ronald Logue, CPA, CTFA |
Wealth Planning
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Corporate executives and insiders who own millions of shares in their companies can achieve diversification within regulatory guidelines.A blind trust enables an insider to give a trustee the sole responsibility to decide on the timing of sales of company stock, without participation by, or knowledge of, the insider.It allows insiders to achieve investment diversification and reduce risk without running afoul of securities regulations.

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Angel Investing

Jordan Strauss, CFA |
Investment Management

Angel investing is a proactive way for individuals to invest in private equity—but it’s risky business.

Angel investors are generally high-net-worth individuals who provide seed capital to startup companies.
Successful angel investing requires a high level of involvement and expertise in the industry or fieldwork.
Although it provides investors with diversification and low correlation, angel investing carries high risk.

Angel investors are small-scale venture capitalists.

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