by Excelsior Capital | Jun 12, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS An Inside Look at Asset Management in Today’s EnvironmentWhat does it take to effectively manage financial assets? With the numerous financial instruments out there, how do we determine which is better for you than the rest? Back to all...
by Excelsior Capital | Jun 11, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS An Outlook on Private Wealth and Family Office TrendsTo evaluate whether a family office is a realistic option, you must first understand what a family office is, the fees associated with it, and the many types of family offices available....
by Excelsior Capital | May 27, 2022 | Investing & Blog, Resources
The Impact of Rising Interest Rates on Commercial Real Estate With interest rates being a major factor in commercial real estate returns, many investors fear what high rates, with cap rates following, could mean for their existing portfolios. The Impact of Rising...
by Excelsior Capital | Apr 12, 2022 | Investing & Blog, Resources
State Pass-Through Entity Taxes In this blog, Tony Switajewski and Dustin Hubbard of CLA (CliftonLarsonAllen LLP) provide insight into State Pass-Through Entity Taxes. State Pass-Through Entity Taxes In this blog, Tony Switajewski and Dustin Hubbard of CLA...
by Excelsior Capital | Mar 15, 2022 | Investing & Blog, Resources
Upcoming Depreciation Tax Law Changes With tax season upon us, now is a great time to discuss depreciation tax law changes coming in the next few years and how this may impact your financial plan. With tax season upon us, now is a great time to discuss depreciation...
by Excelsior Capital | Feb 4, 2022 | Investing & Blog, Resources
Leveraging Technology to Create a Seamless Investor Experience “You know me, I can be a bit cantankerous. I always have something to complain about. I don’t think I can do this with this investor platform. It is the best interface I’ve ever experienced. It has all the...
