Aug 16, 2024
Emmy Sobieski, CFA, author of $100M Careers, is COO of Performative Speaking and COO/co-founder of Competitive Storytelling, Inc., aiding founders in sharing impactful stories. With 25 years of institutional investing experience, managing up to $6B in assets across...
Aug 14, 2024
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Aug 12, 2024
Nick Sicilian, a seasoned Chief Engineer in the maritime industry. With expertise in managing diesel generators, steam turbine generators, boilers, and safety systems, I’ve transitioned into real estate investing. Co-founding The Sicilian Brothers with my...
Aug 9, 2024
Rob Sechrist, co-founder and president of Pelorus Capital Group LLC, drives the firm’s strategy in new markets, forms equity partnerships, and oversees the Pelorus Fund’s assets. With 25 years of real estate lending experience globally, he previously...
Aug 6, 2024
If you own a highly appreciated asset such as investment property, a business, stocks, or even cryptocurrency, you might be hesitant to sell due to high capital gains taxes. You are right to be wary. Depending on how long you’ve held your asset and what state you...
Aug 5, 2024
Joe Walters, a second-generation Financial Advisor, leads Legacy Wealth Management in asset growth and preservation for 20 years. Actively involved in his community, Joe resides in Sacramento with his wife, Sue, and their four sons. CA Insurance Producer License...
Deferred Sales Trust Company > Blog > Page 57
