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A Pandemic, Politics, and a Biden vs. Trump Administration’s Effect on the Market

A Pandemic, Politics, and a Biden vs. Trump Administration’s Effect on the Market

by Excelsior Capital | Oct 27, 2020 | Investing, 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....
How Families are Approaching Intergenerational Wealth Transfer in an Election Year

How Families are Approaching Intergenerational Wealth Transfer in an Election Year

by Excelsior Capital | Oct 21, 2020 | Investing, 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...
What is a SPAC and Why are They Suddenly so Popular?

What is a SPAC and Why are They Suddenly so Popular?

by Excelsior Capital | Oct 5, 2020 | Investing, 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 has...
The Case for Holding Alternative Investments in Retirement Accounts

The Case for Holding Alternative Investments in Retirement Accounts

by Excelsior Capital | Sep 21, 2020 | Investing, Resources, Webinars

The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to know about.” [Webinar] The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to...
The New Definition of “Accredited Investor”

The New Definition of “Accredited Investor”

by Excelsior Capital | Sep 18, 2020 | Investing, 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...
How to Successfully Leverage an Employee Stock Ownership Plan (ESOP)

How to Successfully Leverage an Employee Stock Ownership Plan (ESOP)

by Excelsior Capital | Sep 5, 2020 | Investing, Resources, Webinars

How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) [Webinar] How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) What is an ESOP? And what benefits can it provide...
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