by SDP Team | Jan 18, 2023 | Financial Principles To Live By
Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow from $12.9 trillion in 2022 to $17.2 trillion in 2025.1,2 The impetus behind this projected growth is the...
by SDP Team | Jan 18, 2023 | Financial Principles To Live By
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains...
by SDP Team | Jan 18, 2023 | Money in A Blended Family
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of...
by SDP Team | Jan 18, 2023 | Financial Principles To Live By
When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses: It can be reinvested in the business. It can be paid out to the company’s shareholders in the form of a...
by SDP Team | Jan 18, 2023 | Financial Principles To Live By
The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are some...
