WORTH MAGAZINE ARTICLES
We are excited that Richard P. Slaughter Associates has partnered with Worth magazine to provide articles for the bi-monthly publication. Slaughter Associates has long focused on sharing our knowledge and educating our clients, potential clients and partners, so this opportunity was a natural fit for us.
Whether a particular affluent family is new to wealth or has grown into this status, its members will always be wise to perform meaningful due diligence to determine what wealth management services they need and what professionals are best equipped to help them reach their financial goals.
For anyone who has worked hard to build, then sell, a business, considering both the emotional and financial aspects of the event will yield a more successful result.
As the beneficiary of a large inheritance, it is your responsibility to ensure this familial wealth is maintained. The decisions you make following an inheritance will directly impact how that wealth is preserved for you and future generations. Read on to discover five issues that will help ensure an optimal outcome.
Your business is successful, so you regularly get calls from interested buyers. But lately, you’ve become the center of a business feeding frenzy, with prospective buyers making very attractive offers for your firm.
The problem is that you are still years away from your planned retirement, but at the same time are tempted by those well-above-market proposals. What to do?
The Department of Labor's (DOL) new fiduciary rule will begin phasing in on April 10, and going into full effect on January 1, 2018 (assuming no delays from the new presidential administration). The DOL's purpose for the new rule is to ensure that people saving for retirement have access to unbiased investment advice. Learn what questions to ask about this rule as a business owner before it goes into effect.
Stocks, bonds, real estate and cash have long been the mainstream investments. In recent years, however, the number of dollars and investors moving into nontraditional assets has skyrocketed.
“Nontraditional assets” include such things as private equity, arbitrage strategies, private debt and macro event-driven strategies. While these can provide new investment opportunities, there are many factors to consider before adding nontraditional assets to your wealth-building plan.