by Excelsior Capital | Nov 18, 2020 | Resources, Webinars
Gold, Bitcoin, & Commodities: Exploring Alternative Assets with Industry Experts In times of political and economic uncertainty, can these alternative investments serve as a hedge against broader market forces in your portfolio? [Webinar] Gold, Bitcoin, &...
by Excelsior Capital | Nov 4, 2020 | Investing & Blog, Resources
What is Private Placement Life Insurance (PPLI) and Who Is It For? Families and high income individuals looking to convert highly inefficient taxable assets into favorable tax-efficient investments should consider Private Placement Life Insurance (PPLI). What is...
by Excelsior Capital | Oct 27, 2020 | Investing & Blog, Resources
A Pandemic, Politics, and a Biden vs. Trump Administration’s Effect on the Market “When you don’t know that you don’t know, it’s a lot different than when you do know that you don’t know.” -Bill Parcells A Pandemic, Politics, and a Biden vs....
by Excelsior Capital | Oct 21, 2020 | Resources, Webinars
How Families are Approaching Intergenerational Wealth Transfer in an Election Year With a pivotal presidential election less than two weeks away, it’s crucial for families to consider and plan accordingly for the potential financial implications of an administration...
by Excelsior Capital | Oct 5, 2020 | Resources, Webinars
What is a SPAC and Why are They Suddenly so Popular? Total SPAC investment has already soared past $40 billion in 2020, and it seems like they’re in the headlines every day. [Webinar] What is a SPAC and Why are They Suddenly so Popular? Total SPAC investment nearly...
