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 | 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...
by Excelsior Capital | Sep 5, 2020 | 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...
by Excelsior Capital | Sep 2, 2020 | Investing & Blog, Resources
Why Investors Choose to Invest in Alternatives Using Their Self-Directed IRAs There is an entire investing universe that extends beyond basic long positions in equity and fixed income investments. Why Investors Choose to Invest in Alternatives Using Their...
by Excelsior Capital | Aug 28, 2020 | Resources, Webinars
Post-Election Family Business Planning How should business owners approach the uncertainty of this election season? [Webinar] Post-Election Family Business Planning As many businesses have finally begun to re-stabilize after the staggering effects of COVID-19,...
