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 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...
