by Excelsior Capital | Dec 9, 2020 | Resources, Webinars
Inside the Mind of a Syndicator: Crowdfunding, The Democratization of Assets, and Opportunities in Private Equity The world of syndications used to be reserved solely for ultra-high-net-worth individuals, and most people didn’t learn anything about them in school....
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....