I have had a lot of questions about what is Elite Wealth Management and Why It Matters?
https://www.youtube.com/watch?v=3XF-ycnF4EA If you would like a copy of the whitepaper, please email email@example.com
https://www.youtube.com/watch?v=6NtQfdiEPQQ OUTLOOK 2019 EXECUTIVE SUMMARY After nearly 10 years of witnessing the U.S. economy and stock market recover and thrive, many investors are starting to wonder if we’ve seen all this expansion and bull market have to offer. Despite the market weakness we saw at the end of 2018, at LPL Research we [...]
https://www.youtube.com/watch?v=j-stuyZ4ynM What If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.
Thanks for watching. We have seen a lot happening over the last 24 hours with the elections, and what I wanted to do is just show you historic data as to what happens when we have a Republican presidency and a split Congress. Now this graph that I'm showing you here is [...]
This year is more "normal." As I have been discussing this year, we've been expecting a meaningful pickup in volatility, particularly after the unusually benign conditions that characterized last year. Remember 2017 was actually an abnormal year for how little volatility we had. This year, however, has not disappointed for volatility as [...]
Are you prepared to deal with a major lawsuit’s impact on your wealth and financial security? An umbrella policy above and beyond your existing insurance can give you the level of wealth protection you need. Even if you already have a policy in place, you may need to increase your coverage. The [...]
Combating Professional Criminals, the Super Rich Way As your wealth grows, so can the risks you face from criminals intent on separating you from your possessions—or something worse. Here’s a look at the ways many of the wealthiest families create plans for thwarting would-be criminals and protecting what’s rightfully theirs. To view this flipbook, click [...]
"As retirement approaches, it’s important to step back and take stock of what you want your life to be when you’re no longer working."
Trusts can be a beneficiary for your IRA, but you will want to be familiar with the requirements for trust a to be a qualified “see-through” trust. Meeting these requirements is the only way the valuable “stretch” advantage can be used by trust beneficiaries. The stretch is the ability of the named beneficiary to [...]
While Republican efforts to unleash a second round of tax reform are likely to hit Democratic resistance and are not widely seen as likely to succeed this year, proposed legislation focusing on retirement plans may have some bipartisan support and a decent shot at becoming law. The “Family Savings Act of 2018” (H.R. 6757) includes [...]
https://www.youtube.com/watch?v=BMyjp52PKe4&width=250&height=141&cc_load_policy=1 A Common Sense Guide To Heart Health It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and [...]
Managing life circumstances effectively with your money. "When your advisor reinforces the importance of rational decision-making, you are often better positioned for managing life circumstances effectively. Instead of chasing returns, you will be prepared for what we call the 'certainty of uncertainty.’” https://www.youtube.com/watch?v=nEnb2HnIZ88
Every year after Labor Day, we're reminded of the new school year. This year is no different. Planning for school is essential, especially when it comes to your finances. Here are general rules surrounding the most popular plan, the 529 College Savings plan. Your "need-to-know" corner: When assessing plans, chose on that is rated well [...]
No matter how far away you are from retirement, it’s a good idea to take the time to add up what your retirement income might look like when that day arrives. Then you can accurately determine your needs. https://www.youtube.com/watch?v=nHei61BoeKw Written by Tom Hurley in the Financial Freedom Studio.
Six starter steps will help to reduce the risk that your retirement savings will be inadequate to support you for the rest of your life. https://www.youtube.com/watch?v=_EuTjhbao1g Written by Seth D. Harris in the Financial Freedom Studio.
When should you take Social Security? How will your Social Security affect your Retirement? https://www.youtube.com/watch?v=bdotkymTqt0
How the number 6.9 could affect your retirement Why china doesn’t care about our tariffs https://www.youtube.com/watch?v=-5O81q5QDBo