Published Articles
Provenance Plays a Vital Role in Car Collecting
George Foreman in December closed out a highly successful auction of more than 50 automobiles collected over the former heavyweight champion’s career, both as a boxer and a home appliance entrepreneur. The auction was extremely lucrative for the ex-champ, vividly illustrating how important provenance — the history of who has owned something — can be in car collecting.
How Entrepreneurs and Wealth Managers Can Work Well Together
The increase in the number of ultra-high-net-worth individuals across the U.S. can mean only good things for wealth managers - especially as more of these newly minted millionaires and billionaires look to set up family offices to protect their...
Cash Balance Plans: Big Deductions and Big Retirement Savings
High-current-income business owners can't afford to sit still with the IRS loading up its audit and IT staff to drive federal tax revenue. Cash benefits plans can help lower tax burdens and build a more affluent retirement and are worth investi...
Invest Like the Rich: Are Direct Investments Right for You?
The wealthy have access to investments unavailable to the rest of us. But at least one type - direct investments - is now within reach.
Direct investments enable investors to take stakes in non-public companies whose shares don'...
Big Money Is Chasing Sports Collectibles: Investing Opportunity or Market Top?
When approaching the sports collectibles market as a potential investment strategy, it is imperative to enter with eyes wide open and invest only what yo...
How High-Net-Worth Families Can Start Investing in AI
High-net-worth families have long understood the value of alternative investments. Now there's a growing sense that the artificial intelligence (AI) revolution is the next big opportunity, even as it comes with major risks. Many just don't kn...
Collectible Vintage Photos Emerge as Investable Asset Class
With global financial markets sliding sideways, visionary investors are on the lookout for new asset classes. One tangible subclass you can actually see with your eyes is worth checking out: vintage photos.
Fine art pieces have long b...
Estate Planning for Memorabilia Collectors: Don't Leave Your Family in the Lurch
Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it's important to think about what you requi...