Alpha Tax Lab: For the Next Generation of Tax-Aware Investing
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Tag: Investment Management
What “Liquidity” Really Means in Private Markets — And Why the Industry Needs to Do Better
At the end of March, I was a panelist at the With Intelligence Wealth Partnership Spring Retreat in Washington, DC — an invitation-only gathering of some of the country’s sharpest allocators, family offices, RIA professionals, and asset managers. The conversations were refreshingly direct. No sales pitches. Just honest talk about where private markets are heading, […]
The Intersection of Exit Planning and Estate Planning
How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will ever create are often built in separate conversations, with separate advisors, at separate times. That can be a problem. Exit planning — the process of preparing a business for sale or transition — and estate […]
What to Know About the Metals Market – A Guide to Investing in Precious Metals
A View from Four Blocks Away On the morning of September 11, 2001, I was working on the floor of the New York Stock Exchange — four blocks from the World Trade Center. It was a clear, stunning September morning in a city that felt invincible. In the days and weeks that followed, as the […]
What to Consider When Net Worth Is High but Liquidity Is Limited
Being wealthy on paper doesn’t always mean having access to cash when you need it — a reality often described as being asset rich, cash poor. For business owners who haven’t yet exited their company, families with generational wealth concentrated in real estate, or investors holding significant stakes in private equity, high net worth and low liquidity can coexist — and that […]
Why Alternatives Are No Longer Optional
For decades, investors relied on the 60/40 portfolio — 60% stocks, 40% bonds — as the cornerstone of wealth management. That mix worked well in an era of steady growth, declining interest rates, and predictable market cycles. But as the last few years have shown, these older strategies no longer necessarily hold. Business owners and […]