Understanding how to be strategic in your real estate investment strategy is the focus of this latest video…
Why Effective Estate Planning Shouldn’t be a “Taxing” Exercise
As Benjamin Franklin reportedly said, “nothing can be certain except for death and taxes”. In this video podcast,…
1031 Exchanges with Trevor Katzban
Many real estate investors, often near or in retirement, want to simplify their life and sell their properties—however,…
Understanding Bitcoin: An Interview with Chris Kuiper, Director of Research at Fidelity Digital Assets
Bitcoin has experienced a substantial increase in value (along with a tremendous amount of volatility) since its creation…
Vivaldi Capital Management Launches Fireside Chat Series: Staying Connected with Our Clients
On a monthly basis, we will be sharing short videos of our leadership team, wealth advisors and associates…
12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to…
Is Estate Planning Still Necessary?
The estate tax is generally paid by the most affluent Americans, however, it can also hit families with…
Creating an Income Plan While in Retirement
You‘ve saved for years. Now that you are retired, did you create an income plan from your savings?…
Three Basic Retirement Questions to Ask Yourself
We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too…