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Directed Trusts: Powerful Estate-Planning Solutions for Clients and Advisors
A trust is a fiduciary arrangement that allows a third party or trustee to execute fiduciary functions on behalf of the beneficiaries. Under the traditional trust model, a trust names one trustee to perform investment management, trust distributions and all administrative responsibilities of the trust. In another word, nearly all decisions surrounding the trust are… Continue reading
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Digital Assets for Portfolio Allocation
Digital assets, also known as cryptocurrencies or virtual currencies, have become an increasingly popular investment option for portfolio allocation due to their potential for high returns and diversification benefits. When considering digital assets for portfolio allocation, it’s important to keep in mind that they are highly volatile and speculative in nature, and should be approached… Continue reading
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Software-Defined Vehicles: The Impacts Across the Automotive Ecosystem
A software-defined vehicle (SDV) refers to any vehicle that manages its operations, adds functionality and enables new features primarily or entirely through software. In the electric vehicle (EV) market, with the electrical/electronic architecture being a more centralized system, the vehicles are treated more like a modern computer system with a CPU brain that controls all… Continue reading
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Valuation of Insurance Brokerages
Insurance brokers act as intermediaries between insurance companies and insurance buyers. Although insurance brokers perform many of the same functions as insurance agents, they differ in that they act in the interest of insurance buyers, who are looking for a suitable policy at a price they can afford. Unlike insurance agents, insurance brokers have no… Continue reading
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US Purchasing Power, Inflation and Unemployment
US consumers powered the recovery following the pandemic but high gasoline and energy prices and food and housing costs have eroded their purchasing power. Real consumption spending accelerated to 7.9% in 2021 but may ease to 2% in 2022, and then to 1% in 2023. There are already signs of an economic slowdown globally; other… Continue reading
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