Press

Blog posts of '2015' 'December'

Image of Steve Monaco
Art Basel Inspired Relative Value Opportunity
Earlier in the month, I had the good fortune to attend Art Basel, the art world’s premier platform for bringing artists and their patrons together. The volume of art that was displayed and purchased was staggering. It was quite an event.
Image of Thomas Neptune, Esq.
Avoiding Rags to Riches to Rags
Most people have heard the old adage “shirtsleeves to shirtsleeves in three generations,” where heirs squander their family’s hard earned assets over time. This scenario can be partially prevented with proper estate planning controls, such as spendthrift trust provisions, in addition to multi-generational wealth transfer strategies. One such strategy- owning rare U.S. coins- may also accomplish the elusive triad: capital preservation, growth and tax efficiency.