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Educate yourself. It’s your money and your responsibility.

March 2018 Market Recap: Face-off: Rising Risks vs Rising Profits

This has not been an easy quarter for investors, especially those that are late to party. One of the themes for the last few months is the return of volatility. As you can see in the chart below, the US stock market was giving you above average stock market returns while exhibiting below average stock...
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Is the C-Corp becoming the entity “It Girl”?

This is why working with a financial planner that has a tax background is critical. Lionshare Partners LLC was registered to do business on December 12th, 2017 and less than two months later one of my blogs is already obsolete. I recently wrote about the decisions behind choosing a S Corp or C Corp as...
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What is the difference between a Trust Amendment and Trust Restatement?

This is an important distinction and should be understood prior to getting your revocable living trust reviewed by an Estate Attorney. A Trust Amendment is a legal document that changes specific provisions of your trust but leaves all of the other provisions unchanged. This is useful for minimal changes – adding or deleting specific bequests...
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Umbrella Policy or LLC? An Asset Protection Guide for Real Estate Investors

This is an interesting question and depending on who you talk to will probably result in dramatically different answers. Attorneys tend to push for the Limited Liability Company (LLC) more than necessary, and insurance brokers tend to push for more insurance coverage than necessary. Therefore, some people will advocate for a “belt and suspenders” approach...
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Don’t Ignore the Cost-Cutting Shifts with Your Pension

I’m always on the lookout for proposed policies that impact pensions. There are two considerations for both federal and private pension beneficiaries. The explosion of private pension transfers in 2017 and the president’s fiscal 2019 budget includes a few proposals to reduce retirement benefits for federal civilian workers. The president’s budget proposes four changes to...
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February 2018 Market Recap: Stocks Bounce Back after Volatility Rocks Markets

Risks are building in the markets but so is bearishness. Though markets are going to do what they are going to do in short-term, we have learned there are still not a lot of natural sellers, and if the market gets too offside, you can bet the other side for a trade.The fast money is...
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