 Wealth Preservation in America: Portfolios Including Alternative Types of Investments The
desire for wealth protection is revitalized today due to the volatility in
equities and commodities investments. After the financial crisis, many Americans re-examined how
and why they were investing. It was clear to many investors that having all of
their wealth tied to the stock market proved to be more destructive than having
alternative investments not correlated to stock market performance. This period
was unfortunate if an investor needed to liquidate their investments during a
low-valuation period and were only invested in intangible investments in the
public markets. However, there were investors, the High Net worth (HNW) investors,
which fared better than the others. Read More >>
 Media Hype Exposure: Limit During a Recessionary PeriodKeeping yourself removed from media as much as possible
during a recessionary period may be right for you and your investments. In light of recent media reports on stock market
performance, political issues, scandals, and other ‘news-worthy stories,’
keeping yourself removed from media as much as possible may be right for you
and your investments. Every day the
American public is exposed to media stories that can negatively impact them and
their investment decisions. During the last recession, the media’s reporting
caused widespread panic as millions of Americans chose to liquidate their
accounts out of fear of ‘losing their money.’ Read More >>
 Considering Buying a U.S. or Foreign Vacation Property? Be Tax AwareThe appeal of international vacation homes are at an
all-time high as property overseas continues to cost less than near home, even
in high-destination areas. With real estate prices recovering to where they were
pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and
homes abroad for various reasons. The appeal of international vacation homes
are at an all-time high as property overseas continues to cost less than near
home, even in high-destination areas. A growing trend among younger Americans (Generation
X and Millennials) is Co-Ownership of vacation homes versus vacation timeshares.
Co-ownership is appealing to those who understand the equity benefits of owning
versus renting a vacation timeshare. Read More >>
 Is Your Business Ready for Liquidation?Family dynamics, mortality, and
money are all topics to consider as part of business succession planning. At some point, a successful business faces
liquidation for all the right reasons. The business owner has built an asset
that is now positioned to sell to another individual, a group of investors, or
be acquired by a large corporation. Perhaps as the business has grown, planning
has revolved around liquidating; however, often the liquidation plan hasn’t
been put in place. Read More >>
September 2019 Newsletter Approval 2696803.1
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