New Age Threats: How to Keep Your Family Cyber-Secure
Cybersecurity threats are greater than ever, but by implementing a few simple cyber-safety strategies, you can keep you and your family’s sensitive data safe.
Reducing the Risks of Phishing, Hacking, Data Breaches and Other Nuisances of Modern Life
It is an unfortunate reality of modern life that we are all just a click away from our own personal online armageddons. However, by following just a handful of simple tips you can protect yourself from the vast majority of malicious attempts that might otherwise compromise your personal information, and – with a little creativity – avoid driving yourself crazy in the process.
From “Watch What They Say” to “Watch What They Do” – Understanding the Interest Rate Benchmark Transition from LIBOR to SOFR
The transition from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR) is well underway.
Fieldpoint Private Trust President, Nick Bertha, details risk mitigation strategies in Chief Executive.
The closer you get to the goal, the more concentrated the risk. Consider these concrete financial strategies to pave a path to the end zone.
From Sentiment to Self-Fulfilling Prophecy?
Signs seem to be pointing towards a marked decrease in economic activity across the board. What, if anything, can sentiment indexes tell us about what to expect in the months ahead?
The Metamorphosis of American Financial Literacy
Several studies and national surveys show that many adults living in America lack some of the most basic knowledge and skills needed to engage in healthy financial decision-making. In fact, according to the Standard & Poor’s Global Financial Literacy Survey, only 57% of American adults can be considered to be…
A Great Yachting Migration
The pandemic and subsequent supply chain disruptions have made for a chaotic past few years in the yachting industry. This year’s Discover Boating Miami International Boat Show shows signs that the industry is still in flux. Over the course of the boat show, reporters from Florida Trend interviewed sales representatives,…
Five Trends We’re Watching For the Future of Yachting
The annual Fort Lauderdale International Boat Show wrapped up after five days of exhibits and attractions at the Bahia Mar Yachting Center. As the world’s largest in-water boat, attendees were able to meet with full field of exhibitors and a wide variety of vessels.
The Graegin Loan
For families whose wealth is comprised of significant commercial or residential real estate holdings, the Graegin Loan is an estate planning technique that can be employed post-mortem, to help avoid a “fire sale” of family assets.
The Swiss Army Knife of Wealth Transfer Techniques
The charitable remainder unitrust lets you defer capital gains tax on highly appreciated assets, make a meaningful gift to charity, and realize a tax-favored stream of income.
More Pain for the Gain
Learn about taxation under Biden’s “American Families Plan.”
Entitled!
Recently, we reviewed the estate plan of a Massachusetts client with a $50 million-plus estate. The estate plan was relatively simple and we had a lot of ideas to take it to the next level. But first things first.