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...
by Excelsior Capital | Sep 21, 2020 | 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...
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...
