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…
Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2021 List of America’s Top Women Wealth Advisors
Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm serving high-net-worth clients, announced that Asha Tangri…
Vivaldi Capital Management Joins Pensionmark Advisor Support Program Adding $3B in supported assets
Pensionmark is pleased to announce Vivaldi Capital Management (“VCM”) as the newest team to join the Pensionmark advisor…
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…