What is the Difference Between Asset Management and Wealth Management?

When managing finances and investments, two terms heard frequently are asset management and wealth management. While they share similarities, they serve different purposes and cater to distinct financial needs.

Aug 26, 2023

What are Grantor and Non-Grantor Trusts?

Trusts are an essential topic in financial and estate planning. Numerous varieties exist, which can cloud the discussion. It’s helpful to understand the similarities and differences between types, starting with grantor and non-grantor trusts.

Jul 30, 2023

What Are The Different Types of Alternative Trading Systems?

Herd mentality often runs wild in public equities markets, especially when large trade orders are executed.

Jul 27, 2023

What is a Complex Trust?

Estate, financial, and legacy planning can be extremely complex processes, but once they are complete they can bring unmatched peace of mind knowing you have established a financial game plan to take care of your heirs.

Jul 9, 2023

What are Four Popular Categories of Alternative Assets?

In 2022, headlines and articles noted that alternative investments are becoming more acceptable as portfolio diversifiers and financial strategies. An article published by Nasdaq explained that total alternative investments under management are projected to reach $17.2 trillion. Meanwhile, a blog published on the Chartered Alternative Investment Analyst (CAIA) website said that “alternatives are expected to produce half of industry revenue in a few years,” even as these investments represent only 12% of the overall global investments market.

Jul 1, 2023

How to Revoke a Medical Power of Attorney

Power of Attorney (POA) is a legal term that means you are allowing someone else to act on your behalf. A person can employ several types of POAs, including a medical power of attorney, sometimes also called a healthcare proxy. With a medical power of attorney, the person making the designation (principal) names someone else (agent) to act on their behalf if the principal can no longer do so due to physical or mental incapacity.

Jun 24, 2023

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