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Private Equity 2

Investing in Private Equity

We recently gained access to this asset class through a mutual fund. In the past, only large institutional or wealthy investors could gain access to investments in non-public companies. Besides that, there were many other disadvantages to investing in private equity, including the potential for capital calls where the fund managers require that investors provide more capital if needed, high costs including a fee structure like hedge funds (2% management fee and 20% of the gain goes to the manager, typically called 2 and 20) and lock-up periods that prevent access to your investment for potentially several years. Using mutual funds eliminates most of those issues.

Where does the interest in compound interest come from? And how do you take advantage of it?

Last updated on March 23rd, 2022 at 09:15 pmBLOOMBERG (December 16, 2021) — In my head, interest is reinvesting the money made on an initial …

MONEY mattia column 2 widows art

His Prognosis was Fatal but His Widow Became a Client for Life

In my previous article, I discussed the need to understand what a widow is experiencing, how she feels, and how you can build rapport during the grieving stage of widowhood. You will often meet a widow after she has experienced loss, but there may be a time when you will begin working with her and her spouse prior to death. Assisting a couple through this life transition can be challenging but also rewarding. According to a widely cited statistic, 70% of widows fire their advisor after their spouse dies. You can prevent this by helping the couple prepare before the husband dies.

convertible bonds

Bonds Part 6 – Convertible Bonds

Convertible bonds have been issued and traded since the 1800s; recognizing their unique value and properties, we have always included them in client portfolios. Their historical return has been close to the S&P 500 with only 65% of the risk.

MONEY mattia column 1 widows art 1

Financially Empowering Widows

Last updated on April 13th, 2022 at 02:10 pmRETHINKING65 (November 2021) Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have …


Tax Arbitrage Strategy – Roth Conversion

The decision to initiate a Roth IRA conversion depends on your family’s financial situation. It should consider enhancing your long-term portfolio value, reducing your lifetime tax obligations, reducing your lifetime Medicare premiums, aligning with your estate planning goals, creating more flexibility in the future.

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