Infrastructure Opportunities in Project Finance

Will Marder |
Corporate & Institutional
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Tech advancements are transforming infrastructure opportunities in project finance.Funding for infrastructure assets has shifted with less coming from commercial banks and more capital coming institutional investors.Technology is impacting infrastructure with the telecom industry moving from 4g to 5g, causing a larger demand for location-specific data centers.An abundance of capital allows independent third-party trustees the opportunity to partner with many sources.

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Retirement Saving Strategies for Corporate Executives

Wealth Planning
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Explore how a ‘backdoor’ Roth IRA or Health Savings Account may help you save more for retirement. If your income is too high to make direct Roth IRA contributions, converting a traditional IRA to a Roth may be a viable option.Health Savings Accounts may offer a tax saving opportunity, as contributions are tax deductible and withdrawals are tax free if used for qualified medical expenses.

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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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