In our last webinar, Primer on Alternative Investments, our special guests covered the potential rewards, risks, and considerations for an overall investment portfolio when investing in precious metals, venture capital, real estate, and cryptocurrency. Our audience...
While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be subject to the estate tax, there...
What is Probate? Probate is the court-supervised process of authenticating a last will and testament. It includes locating and determining the value of the person’s assets, paying their final bills and taxes, and distributing the remainder of the estate to their...
FEBRUARY 2021 MARKET COMMENTARY DERWOOD S. CHASE, JR FOUNDER AND CHAIRMAN EMERITUS Every negative January (Stock Trader’s Almanac) since 1950 has been followed by at least a 10% correction or a flat year. February has historically been a weak month, but after an...
