Relative Value Partners has experience identifying opportunities for our clients in underfollowed, yield-oriented, publicly traded securities.
[Read more…] about Money Life Interview: Maury FertigThe Role of Life Insurance in Your Financial Plan
Your financial plan relies on a lot of assumptions. Some of those assumptions include how the markets will perform over the coming decades, what inflation and interest rates will do, and what your cash flow will look like between now and the end of your life. Adverse events during your lifetime can challenge certain of these assumptions and change your needs. As a result, life insurance can be a crucial piece of your financial plan, since it is a tool to protect your future earning potential and your family’s cash flow in the years ahead.
[Read more…] about The Role of Life Insurance in Your Financial PlanUnleashing Philanthropic Potential with Donor-Advised Funds
Throughout history, people have been motivated to extend a helping hand to their families, friends, neighbors, and those in need within their greater communities. These days, many families want to make a positive impact in the world by creating a lasting legacy using their wealth.
[Read more…] about Unleashing Philanthropic Potential with Donor-Advised Funds
Naming IRA Beneficiaries: Navigating the Hidden Complexity
When the original owner of an IRA passes away, the account is not subject to the terms of a will; instead, it will be passed directly to the named beneficiaries. Naming beneficiaries, therefore, is a key part of setting up an IRA. While doing so might sound like a simple process, the multitude of options available can make it complex.
[Read more…] about Naming IRA Beneficiaries: Navigating the Hidden ComplexityMoney Life Interview: Douglas Crimmins
Relative Value Partners has significant experience identifying opportunities for our clients in underfollowed, yield-oriented, publicly traded securities.
[Read more…] about Money Life Interview: Douglas CrimminsChanging Seasons: Estate Planning & Higher Interest Rates
For many investors, the focus for the last 18 months has been understanding how rising interest rates will impact the macroeconomic landscape, the capital markets, and cash flow planning. And for many families, it’s just as important to understand the impact of rising interest rates on generational wealth transfers and estate planning.
[Read more…] about Changing Seasons: Estate Planning & Higher Interest RatesThe Role of Private Equity in a Diversified Investment Portfolio
Private equity funds are long-term vehicles that invest in private businesses with the objective of realizing a return. While private equity is an illiquid asset class, often with a time horizon greater than 10 years, the long-term nature of the investments provides the potential for attractive returns for the patient investor.
[Read more…] about The Role of Private Equity in a Diversified Investment PortfolioProposed Tax Law Changes: Where We Are Focused
Updating the tax code is a major priority for both President Biden and congressional Democrats. At the moment, there are three separate tax and economic bills that have been introduced in Congress — each with the ability to impact a significant portion of the existing tax code.
[Read more…] about Proposed Tax Law Changes: Where We Are FocusedCash Flow Planning: Why It Matters For High-Net-Worth Investors
As wealth advisors, it’s critical that we understand our clients and their lives. After all, we need to understand long-term goals to make sound recommendations today.
[Read more…] about Cash Flow Planning: Why It Matters For High-Net-Worth InvestorsSteps to Mitigate The Risk of Cybercrime
Hackers and those that commit cybercrimes are becoming more and more sophisticated. We understand the importance of protecting your family and financial assets from cybercrime. We work with Fidelity because of their commitment to fighting cybercriminals and their leadership role in keeping financial accounts safe.
[Read more…] about Steps to Mitigate The Risk of Cybercrime