Finance

Private placement life insurance (PPLI) typically requires a minimum premium commitment of $1 million or more. By pooling their available assets, two or more grantors of (i.e., contributors to) an irrevocable life insurance trust (ILIT) can reach the minimum premium commitment of a PPLI policy. The insured may be one […]

Can you define exactly what makes up a business strategy? Some people say no, but we think you can. In fact, we believe a valid business strategy has five components: Your company’s current or desired core competencies A description of how you will differentiate vs. competitors The industry or industries […]

Different people follow different types of life style. Some are always busy trying to earn hard money so they can think of investing in future plans. Thousands of people around the world make money for their future investments. The moment you go out and speak to the professional investment agent, […]

Over the past several months the ‘chicken-little’ syndrome has befallen us and a lot of smart people have lost their sense and think that the sky is falling. Don’t get me wrong there are some areas in the country in which I would not currently choose to buy investment property. […]

Since, we don’t have a crystal ball, it is impossible to predict, accurately, the future! This is especially true, when, it comes to economic issues, including investment, real estate, interest rates, inflationary pressures, government actions, international factors, etc. What are the ramifications of inflation, recession, interest rates, Federal Reserve Bank […]

There are always risks in the business world. Understanding these risks enables us to seek the most effective approaches to mitigate them. What are these risks and how can they be categorized? There are two major components of risk: systematic and unsystematic. Let’s explore each risk and learn the best […]

Money is the best servant and the worst master. There is nothing more true than the preceding statement. Money can be a servant to Mr. A and a master to Mr. B; it all depends on how we handle it and the perspective at which we see it. Money is […]

Some people compare stock brokers with financial advisors. These are actually more than stock brokers – they are trained professionals whose duty is to put their client’s interests ahead of their own. The ease with which one can trade online and the abundance of free investment information available on the […]