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Olympic Gold Means Victory for the IRS Too

WM Morning Memo
 
Wealth Management Daily Memo

AUGUST 19, 2024

HIGH NET WORTH

Olympic Gold Means Victory for the IRS Too

Some athletes might see a tax bill for their triumphs.

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WHAT'S IN MY MODEL PORTFOLIO

Edelman Financial Engines: 'Magic' Assets Don’t Exist

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

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Industrial Real Estate Opportunity for Value Investors

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Stabilizing rates and tightening spreads are creating potential value.
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BUSINESS PLANNING

Get Your Organic Growth Process In Order Before Pursuing M&A

Take these steps to ensure your RIA is ready for an influx in advisors and clients.

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HIGH NET WORTH

The Rich Can’t Sell Their Art, So They’re Borrowing Against It

Art sales have slowed, leading wealthy clients to look for ways to unlock liquidity while keeping their collections.

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