Category Archives: Blog

Your First Investment in Qualified Opportunity Zones

[vc_row][vc_column][vc_column_text]Here’s a new way to defer, reduce and even eliminate your capital gains. I thought it would be interesting to share so I wrote this short summary. As part of the 2017 Tax Cuts and Jobs Act (“TCJA”), Congress created the Qualified Opportunity Zones (“QOZ”) program to encourage development in economically distressed communities across the […]

THE UHNWI IS YOUR CANARY IN THE COAL MINE

[vc_row][vc_column][vc_column_text]In the past, miners used to carry caged canaries to measure the levels of methane or carbon monoxide in mines. The canary would die before the levels of the gas reached those hazardous to humans.[/vc_column_text][vc_column_text] Like canaries in a coal mine, ultra HNW investors give off investing signals when they sense trouble. [/vc_column_text][vc_column_text]Follow the allocation […]