Post-Election Estate Planning: A New Era

Published on December 16, 2024

Strategic insights for business owners, artists and art collectors.

Continue reading on website
Other news

Portfolio Rebalancing And Valuations. Two Risks We Are Watching.

December 16, 2024
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.

How Paul Atkins Could Move SEC’s Enforcement Spotlight from Firms to Individuals

December 16, 2024
According to one expert, President-elect Donald Trump’s SEC Chair nominee may pursue cases where there is “fraud or harm” to investors rather than situations where firms fail to follow compliance policies.