Tag: wealth management

Private Credit Boom Spurs Tax-Saving Insurance Strategies

Private Credit Boom Spurs Tax-Saving Insurance Strategies

Investors are more and more considering private placement insurance strategies. This would include private placement variable annuities (PPVA) and private placement life insurance (PPLI) to further lower tax liabilities on their burgeoning private credit investments. Combined, these strategies can save investors tens of millions of dollars in unnecessary taxes. Private...

Recession-Proof Your Portfolio Navigating Economic Storms

Recession-Proof Your Portfolio Navigating Economic Storms

Whether you’re an everyday investor or a seasoned pro, knowing how to plan for a recession is a key part of smart money management. With the historic economic declines due to COVID-19, economic recession’s toll on investment portfolios can be devastating. With thoughtful planning and timely modifications, investors can avoid...