What is bond yield? This may be the most commonly asked, and often the only asked, question posed…
Investor Letter First Quarter 2021
Market Perspective As we eclipse the one-year anniversary of the “work from home” mandate, it is important to…
Understanding Bond Markets: What they mean for typical investors
Investing in bonds is different from investing in stocks. Stocks represent ownership in a company. This ownership is…
Just the Facts – Four Essential Components of Smart Estate Planning: An Interview with Lou Harrison
During these uncertain times, there remains a degree of uncertainty on what the future holds for everyone. Unfortunately,…
A Refresher Course on Bonds
When it comes to investing, you can be either an owner or a lender. If you own stock…
UBS Advisor Frank Pellicori Joins Vivaldi Capital Management
Chicago RIA Vivaldi Capital Management has added a high net worth specialist advisor from UBS. The $2.8bn firm…
IRS Makes 2021 IRA Cost-of-Living-Adjustments
Understanding the income ranges and contribution limits for next year. Tax law places limits on the dollar amount…
6 Questions You Should Ask Your Financial Adviser in 2021
By: Vivaldi Wealth Advisers Brian Quinn & Ilya Zlotnik The beginning of a new year is the perfect…
Investor Letter Fourth Quarter 2020
Market Perspective First and foremost, the Vivaldi team hopes that this correspondence finds you and your loved ones…