Strategies in Today’s Market: Strategic and Opportunistic Options

by Excelsior Capital | Mar 6, 2021 | Investing & Blog, Resources

Strategies in Today’s Market: Strategic and Opportunistic Options The rare combination of equity markets near all-time highs and elevated volatility has created an unusually favorable environment for certain options based strategies. Strategies in Today’s Market:...

5 Reasons Every Investor Should Have Commercial Real Estate in Their Portfolio

by Excelsior Capital | Mar 5, 2021 | Investing & Blog, Resources, Why Commercial Real Estate

5 Reasons Every Investor Should Have Commercial Real Estate in Their Portfolio Commercial real estate’s stable nature has always been one of its main attractions and, now more than ever, is drawing in investors. 5 Reasons Every Investor Should Have Commercial Real...

What is Private Placement Life Insurance (PPLI) and Who Is It For

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...

How to Successfully Leverage an Employee Stock Ownership Plan (ESOP)

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...

Why Investors Choose to Invest in Alternatives Using Their Self-Directed IRAs

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...