Portfolio performance may not be best check on progress What if, the next time you visit your financial advisor, you don’t ask about your portfolio’s performance? What if instead, you ask your advisor each quarter to give you the latest odds on reaching your long-term goals? Most experienced investors have been trained to focus on their … Read more
Discover What 500 Multi-Millionaires Think Of Estate Taxes Not long ago, we came across a survey on one of the most important subjects for all wealthy individuals – the federal estate tax. A topic of perpetual debate since it was first introduced in 1797, the estate tax – or “death tax” as some call it … Read more
Traditional Investment, Financial Planning Disastrous Your Wealth We have heard and seen many stories over our 18 years as top wealth managers: widows and widowers forced to reduce their retirement income by 30 percent to 50 percent to make their wealth last their lifetimes; retired couples having to sell their homes when their financial planning went awry; entrepreneurs … Read more
Wealth Preservation: Protect Your IRA Or Retirement Plan From Taxes If you’ve worked hard and amassed a large IRA or retirement plan, don’t think it’s all smooth sailing from here on out. There is still work to be done. Protect the wealth you have built up in your IRA so that what you don’t use … Read more
What Should Smart Investors Do? Part II East Bay Business TimesBy Hutch Ashoo & Christopher Snyder Smart Investors Last month (Sept. 14), we discussed how smart investing is about rising above the investment noise from Wall Street, newspapers, friends/family and TV. We concluded by advising smart investors to focus on managing investments for the sake of … Read more
What Should Smart Investors Do? Subprime woes, hedge fund collapses, market volatility East Bay Business Times | September 14, 2007By Hutch Ashoo & Christopher Snyder smart investors As sure as the sun will rise and set tomorrow smart investors know that subprime woes, the real estate bubble popping, the Internet boom blowing up, the savings and … Read more
Here’s What Millionaires Have To Say About Estate Taxes Whether they made $10 million by running their own businesses, buying investment companies or they inherited their millions, one topic that interests every wealthy American is the federal estate tax. Essentially, it’s the right you have to transfer property after death. It’s a topic that we … Read more
Managing Taxes – Five Major Events Critical To Your Financial Freedom By Hutch Ashoo At a Glance 1. taxes are one of the biggest expenses eightand nine-figure estates incur. 2. Great wealth advisers will have your pulse and pre-plan for your future major financial events. 3. Without pre-planning many of your most effective tax reduction … Read more
Preserve Your Substantial Estate For Future Generations Consider your values, your dreams and goals for your family’s future, and the causes and concerns that generate passion and energy for you: “It’s not just about growing the money. It’s about how you want to use the money beyond just your family and how you want your … Read more
Diversification As A Wealth Tool Isn’t As Easy As It Seems Early this year, we were referred to a gentleman, who we’ll call “Harry.” He and his wife owned an East Bay business for 15 years, and his life was turned upside down when his wife died unexpectedly. Alone for the first time in more … Read more
