Blog
1031 Exchange via ExchangeRight
Real estate investors could consider this as a useful tool in real estate transactions to mitigate their capital gains tax bill.ExchangeRight
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The Debt Talks on Capitol Hill is the topic of today's discussion. Each party points their fingers at each other, but we all know at the end of the day, an agreement will be reached.Here is what we know so far. The Republican...
Read MorePremium Finance Life Insurance for Real Estate Investors
Premium Financing can be a very useful tool for high net worth clients who have an estate tax issue, want to leave a legacy, or are concerned about tax rates rising over time. Most high net worth clients like the idea of...
Read MoreKingswood Elite Conference Recap
I just attended the Kingswood Elite Conference in Puerto Rico and wanted to provide everyone with a recap of interesting products to consider. These conferences are great to learn about new trends in the alternative investment world...
Read MoreKingswood Named to the USA Today List of Best Financial Advisory Firms 2023
Kingswood Named to the USA Today List of Best Financial Advisory Firms 2023 We are thrilled and honored to be named to the inaugural USA Today list of Best Financial Advisory Firms. Compiled by Statista for USA Today, the...
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Thoughts for Today
THOUGHTS FOR TODAY, MARCH 13, 2023: WHAT TO KNOW ABOUT THE SILICON VALLEY BANK COLLAPSEOn Thursday, the markets appeared to be performing well, until two events unfolded. The first was the introduction by the White House for a new...
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We have a busy economic calendar these next two weeks – both data releases, testimony and an FOMC decision.Let’s begin with a review of the first two months of this year. January and the early part of February began on...
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January 30, 2023 I often say that when it comes to investing you have to swing at the pitches that are being thrown at you. Using baseball as a metaphor, when you step up to bat you don’t know if the pitcher will throw you a...
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THOUGHTS FOR 2023 RICHARD SIMINOUSIMINOU WEALTH MANAGEMENTKINGSWOOD U.S. January 13, 2023 2022 was without a doubt a horrible year for the financial markets. For the markets, Growth / Tech stocks got hit hard. The...
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Art: Passion or investment?
Hirschberg Harounian Art Advisory says “both” I’m often asked by my clients about art. A passion where my fiscal knowledge runs a little ahead of my aesthetic appreciation. I spoke to Lexi Harounian and Julia Hirschberg, co-founders...
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