by Excelsior Capital | Dec 5, 2020 | Investing & Blog, Resources
1031 Exchanges: Understanding the Rules and Benefits for Real Estate Investors If you own investment property and are thinking about selling it and buying another property, you should know about the 1031 tax-deferred exchange. 1031 Exchanges: Understanding the Rules...
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 | Sep 18, 2020 | Investing & Blog, Resources
The New Definition of “Accredited Investor” For nearly 40 years- spanning six different US Presidents, nine different SEC Chairs and five bull markets- the definition of “accredited investor” has not experienced any substantial modification. The New Definition of...
by Excelsior Capital | Sep 2, 2020 | Investing & Blog, Resources
Why Investors Choose to Invest in Alternatives Using Their Self-Directed IRAs There is an entire investing universe that extends beyond basic long positions in equity and fixed income investments. Why Investors Choose to Invest in Alternatives Using Their...
by Excelsior Capital | Aug 14, 2020 | Investing & Blog, Resources
The 4 Most Recession-Resistant Commercial Real Estate Asset Types Real estate is a well-known asset class that has been used to build wealth for centuries, defend against inflation and is sometimes referred to as recession-resistant. The 4 Most Recession-Resistant...
