Where we’ve been When we look at the current economic and market environment and then glance backwards over the last 40 years, we can see we’ve been in a unique kind of setting when it comes to the economic environment. The early 1980s had high interest rates...
If you’re not careful, you could end up leaving your family with a massive estate tax bill – without the liquidity to pay it. To avoid that outcome, elite wealth managers are increasingly looking to a type of financed life insurance that can be especially...
