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Articles, Webinars & Media Appearances
The Four Primary Estate Planning Issues We’re Tracking in 2021
In general, estate planning is not what people wake up and want to chat about. However, this year there is plenty of news around the changes to tax policy that should be motivating you to start the dialogue and/or get educated on how the changes may impact you and your family.
Fireside Chat: The Cryptocurrency Craze
Hosted by Rob Sechan, panelists Tom Lee and Anthony Scaramucci discussed an overview of the cryptocurrency market, the outlook for the market in 2021 and the future, as well as insights on how individual investors can gain exposure to this burgeoning asset class within their own portfolio.
What the “American Families Plan” Could Mean for You
A key focus of President Biden’s address to Congress last night was his proposed “American Families Plan.” Among many things, the plan includes new spending on what the administration describes as “human infrastructure” priorities.
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients
EdgeCo Holdings Announces Agreement with Goss Advisors
EdgeCo Holdings, L.P. announced today it has entered into a definitive agreement with Goss Advisors, a leading New Orleans-based RIA supporting independent financial advisors nationwide. Goss will join EdgeCo’s wealth division, which includes the wealth management operations of Mid Atlantic Capital Group, Inc. (“Mid Atlantic”).
