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Estate Planning

Proposed Regulation to Eliminate Estate Planning Discounts

On August 4, 2016, the Treasury Department released Proposed Regulations that seek to eliminate valuation discounts for interests in family-controlled entities. The impact of these new rules is significant and…

AdvicePeriodSeptember 2, 2016

Investing

The Road Less Travelled – the Power of Goals-Based Investing

Would you ever set out on a trip without a clear destination? If so, you might have some fun along the way, only to end up going nowhere in particular.…

AdvicePeriodAugust 11, 2016

Estate Planning Investing

A “Profit” No Investment Can Match

Would you be interested in a safe, 40% return in the stock market? If you have a pulse, the answer is yes. Obviously that kind of return is pure fantasy.…

AdvicePeriodJuly 21, 2016

Culture

We’re One Of The Best Places To Work in LA

AdvicePeriod. One of the best places to work in Los Angeles. Period. Just two years young, AdvicePeriod has been recognized by the Los Angeles Business Journal as one of the…

AdvicePeriodJuly 13, 2016

Fiduciary Advisors Investing

Lower Taxes Through Technology

As we approach the midpoint of the calendar year, many investors will pause in between backyard BBQ’s and fireworks to evaluate how 2016 has treated their portfolio. Most will start…

AdvicePeriodJuly 5, 2016

Investor Behavior Investing News

The British are leaving! The British are leaving!

No doubt each of us awoke to the news that the British have voted by referendum to exit the EU. Markets rallied late yesterday on the assumption that the British…

AdvicePeriodJune 24, 2016

Fiduciary Advisors Investing

Your Advisor is Addicted to Your Assets

Financial advisors give all kinds of advice, but it sure is interesting how that advice rarely seems to include letting someone else manage your money. It’s understandable why an advisor…

AdvicePeriodJune 14, 2016

Investing

George Costanza Can Make You a Better Investor

In the Seinfeld episode, “The Opposite,” neurotic George Costanza laments that every instinct he has ever had was wrong. His buddy Jerry responds that, “if every instinct you have is…

AdvicePeriodJune 2, 2016

Charitable Giving

Charitable Giving the Smart Way

Think of the last time you donated to charity. Did you spontaneously write a check? Did you plan to give the amount that you gave? Was it a charity benefiting…

AdvicePeriodMay 26, 2016

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