Financial Services

Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an exit strategy. Join our webinar on October 19 to learn about Tax Reform & ESOPs. Learn about Employee Stock Ownership Plans and hear special guest Shane Lieberman of the US Office of Public Policy

I get lots of calls from people asking about the advantages of investing in mortgage notes. Most of those calls come from landlords who own one or more rental properties, and they share a common dilemma. The reason they bought rental properties was to have stable, monthly stream of income—not because they wanted an endless stream of headaches from tenants.

Divorce is difficult enough. What could add to the anxiety that divorce brings? Taxes. If you are one of the many people who recently divorced this year, as a result you will be coping with new tax issues, and you may be filing your own tax return for the first time. Here are several tips to help you handle tax

Have you ever let your emotions get involved in your investment decisions?
Join us for My Brain Made Me Do It, a complimentary fact-based presentation about how our brain plays a role in investing. We will cover:

The human brain and our psychology

The brain’s reaction to emotional situations

How to avoid common investing mistakes
Do not miss this exclusive