Abacus to Seed Its Wealth Division Via RIA Acquisitions
Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.
Month: November 2023
Grayscale Trust Becomes ‘Live Betting Line’ for Spot Bitcoin ETF
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.
Billionaire Heirs Have a How-to-Spend-It Problem
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?
Is Owning a Home Still the American Dream for Younger Buyers?
Everyone has their own idea of the American Dream, and it’s different for each person.
Wealth Management Real Estate’s Next Phase
We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.
ETFs with the Worst Returns Over the Past Five Years
The last half-decade was not good to these funds.
The Charlie Munger Principles to Invest and Live
The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.
New IRS Proposed Regs Target Donor-Advised Funds
They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.
Thinking Ahead – A Wise Approach to Special Needs Trusts
Draft estate planning documents with flexibility to account for a future diagnosis.
A Taxpayer Victory for Americans Living Abroad
Federal court finds foreign tax credit can offset net investment income tax.