Category: Whitepapers

Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]

By |2019-09-23T13:09:11+00:00August 10th, 2019|Whitepapers|Comments Off on Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?

Both brokers and investment advisors are licensed professionals who assist investors with their financial goals and objectives. Brokers are regulated by the Financial Industry Regulatory Authority (FINRA) while investment advisors are regulated by either the Securities and Exchange Commission (SEC) [...]

By |2019-07-15T14:38:18+00:00August 27th, 2018|Whitepapers|Comments Off on Broker Vs. Investment Advisor: What Are the Differences? Why Is It Important to You?

Rising Rates: A Blessing in Disguise for Bond Holders

With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]

By |2019-07-15T21:43:29+00:00April 30th, 2018|Whitepapers|Comments Off on Rising Rates: A Blessing in Disguise for Bond Holders

The Shortfalls of ETF Investing

Despite gaining widespread popularity, Exchange-Traded Funds (ETFs) are not an all-encompassing solution; they are just another “tool in the toolbox.” For the do-it-yourself investor, ETF investing has a variety of shortcomings and presents unique challenges: ETFs cannot help [...]

By |2019-08-02T14:08:17+00:00October 2nd, 2017|Whitepapers|Comments Off on The Shortfalls of ETF Investing

How Well Do You Know Your Advisor?

Chances are, if you are reading this you have an advisor. Someone who is making decisions on your investment portfolio and in whom you have placed a significant amount of trust. After all, we are talking about your future [...]

By |2018-12-07T20:44:50+00:00June 4th, 2017|Whitepapers|Comments Off on How Well Do You Know Your Advisor?

Getting Tipsy: Have We Reached the Tipping Point for TIPS?

 Treasury Inflation Protected Securities (or “TIPS”) provide investors with a useful tool to manage inflation risk and preserve purchasing power. The unique properties of TIPS can make them an attractive investment; however, there are important considerations in determining if [...]

By |2019-08-02T14:09:53+00:00February 7th, 2017|Whitepapers|Comments Off on Getting Tipsy: Have We Reached the Tipping Point for TIPS?

Serving as a Trustee – What to Know

With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague [...]

By |2019-07-15T19:56:49+00:00February 1st, 2017|Whitepapers|Comments Off on Serving as a Trustee – What to Know

UBTI: The Hidden Tax for the Tax-Exempt

With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]

By |2019-07-15T20:09:42+00:00February 3rd, 2016|Whitepapers|Comments Off on UBTI: The Hidden Tax for the Tax-Exempt