by Excelsior Capital | Nov 18, 2020 | Investing, 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, Resources, Webinars
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 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...
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...
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...
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...
