Media Library

After years of preparing tax returns for many high-net worth clients, Denise Piazza realized a common denominator across their investment portfolios was real estate. What she didn’t appreciate, however, was how to properly evaluate real estate investment offerings before jumping into passive investing. After several investments across multiple asset classes, Denise discovered a better approach…

In the midst of inflation, high interest rates, and economic uncertainty, limited-service hotels (such as Courtyard by Marriotts, Hilton Garden Inns, etc.) offer unique protection for investments. Real estate remains a hedge against inflation, and specifically, limited-service hotels offer additional benefits such as daily rate pricing power and lesser labor costs than other hotel types.Join…

BioFuse™ is a new RF tissue sealing and welding technology.Using transformative technology which is proven in Europe in 1000’s of cases, this surgical innovation replaces traditional methods of sutures, staples and electrosurgical vessel sealing. BioFuse Technology– Can address a broad range of clinical applications in many disciplines– Has a robust pipeline of products in various…

Based upon the current confluence of major events including high inflation, stock market volatility, destabilization of the dollar, a global energy crisis and a variety of geopolitical events the market timing to be positioned in US oil and gas production simply could not be any better. Investing in oil and gas is not only a matter…

A traditional “60/40” allocation to equities and bonds may no longer be enough to meet long-term investment goals. Every investor who has been in the stock market for any length of time has likely experienced some big wins… and major losses. Anyone who is nearing retirement or currently retired has experienced the heartburn with watching…

Self Storage. You’ve likely heard of the asset class. And, why it makes a strong contender for your investment consideration. Beyond the eye-catching headlines and primary investment theses, though: what does it actually look like to scale a portfolio of self-storage? Corinn Altomare, founder of Hearthfire Holdings will take you behind the scenes of her…

Many, if not most, IRA and 401k account holders will be affected by new provisions of the Secure Act, which go into effect in 2023 and 2024.  Join nationally-recognized tax authority and attorney John Hyre for a through briefing the Secure Act’s impacts on Required Minimum Distributions, contributions, distributions, Roth IRA conversions, employer plans, student…

There are often excellent returns to be gained through investments outside the U.S., particularly in developing markets. While investing in listed securities around the world is much easier than a generation ago, direct investing can present substantial challenges. Finding reliable local partners, conducting due diligence, navigating local laws and regulations, exercising oversight and resolving disputes…

Many, if not most, IRA and 401k account holders will be affected by new provisions of the Secure Act, which go into effect in 2023 and 2024. Join nationally recognized tax authority and attorney John Hyre for thorough briefing on the Secure Act’s impacts on Required Minimum Distributions, contributions, distributions, Roth IRA conversions, employer plans,…

The past year has been characterized by tremendous volatility across all markets. In response to this, investors continue to seek safe haven assets. We will examine gold and the other precious metals, and their continued value as flight to quality assets in light of the above factors and events as 2023 unfolds.  Among the events…