Jan 20, 2025
Alternative investments such as real estate, crypto, and commodities like gold can take time to understand, but many investors successfully use them to diversify their portfolios and protect their wealth. This week, our chief investment officer, Matt Neyland, explores the world of alternative investments and what role...
Jan 6, 2025
Structuring an estate plan that efficiently transfers your wealth to your loved ones while minimizing tax exposure can feel overwhelming. Grantor Retained Annuity Trusts (GRATs) may seem complex, but if you understand how to leverage this powerful tool, it may save you and your family a lot of money when it matters...