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 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....
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...
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...
