Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.
The $24 billion Grayscale Bitcoin Trust (GBTC) is currently trading at a roughly 8% discount to its underlying Bitcoin holdings, the narrowest dislocation in over two years.
Ten-figure fortunes come mainly from inheritance, not from hard work. But if heirs don’t know how to make money, are they good stewards of family riches?
Everyone has their own idea of the American Dream, and it’s different for each person.
We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.
The last half-decade was not good to these funds.
The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.
They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.
Draft estate planning documents with flexibility to account for a future diagnosis.
Federal court finds foreign tax credit can offset net investment income tax.