Wealth Strategies for High-Net-Worth Families: Building Legacy in Volatile Markets If your current financial plan was built for a world that no longer exists,
Creating Tax-Free Wealth: Why Control Matters More Than Ever for Business Owners If you could access your wealth tomorrow, how much of it would
A Note from Our CEO Kerry Lawing: Leading Through Uncertainty The current market environment is not following the traditional playbook. Inflation, interest rates, and housing
A Note from Our CEO Kerry Lawing: Building Reliable Income in Today’s Market Over the past year, one theme has continued to surface in conversations
Beyond the 401(k) | Prevail Digital Beyond the 401(k): Redefining Control and Liquidity for the Modern High-Net-Worth Strategy On This Page The Question of True
The Strategic Case for Passive Real Estate | Prevail Digital The Strategic Case for Passive Real Estate in a Modern Wealth Portfolio Table of Contents
Interest rates are back in the spotlight following the Federal Reserve’s recent decision to decrease rates by 50 basis points, a positive turn for many
In the complex realm of financial planning, it is crucial to embrace multiple asset classes for a diversified and robust portfolio. One such asset class
A common inquiry within the investment community often orbits around the essence and practicality of diversification, particularly within the realm of real estate. So, why
As retirees transition from the workforce to a life of leisure, the need for a stable, predictable income stream becomes paramount. Bonds and bond funds
1. Regular Income: One of the primary attractions of dividend-paying stocks is the regular income they provide. This can be particularly valuable for retirees who
For many retirees, the dream of a financially secure retirement often revolves around creating stable, recurring income streams. Real estate investments, including rental properties and
Senior debt is the cornerstone of the capital stack in real estate investment, representing the most secure and lowest-risk form of financing. It holds the
Preferred equity is a unique layer of financing in the capital stack that sits between mezzanine debt and common equity. It combines features of both
Mezzanine debt occupies a unique position in the capital stack, sitting between senior debt and equity. It is a hybrid form of financing that combines
Common equity is the riskiest and most rewarding component of the capital stack. It represents the ownership interest in a property and is subordinate to
In the world of financial planning, acronyms and jargon often leave many people feeling overwhelmed. One such term is “LIRP,” which stands for Life Insurance
The pros of a LIRP include possible tax benefits, liquidity, stability, and liability protection. With all these possible advantages, it is easy to see why
Interest rates are back in the spotlight following the Federal Reserve’s recent decision to decrease rates by 50 basis points, a positive turn for many
In the complex realm of financial planning, it is crucial to embrace multiple asset classes for a diversified and robust portfolio. One such asset class
A common inquiry within the investment community often orbits around the essence and practicality of diversification, particularly within the realm of real estate. So, why
As retirees transition from the workforce to a life of leisure, the need for a stable, predictable income stream becomes paramount. Bonds and bond funds
1. Regular Income: One of the primary attractions of dividend-paying stocks is the regular income they provide. This can be particularly valuable for retirees who
For many retirees, the dream of a financially secure retirement often revolves around creating stable, recurring income streams. Real estate investments, including rental properties and
Senior debt is the cornerstone of the capital stack in real estate investment, representing the most secure and lowest-risk form of financing. It holds the
Preferred equity is a unique layer of financing in the capital stack that sits between mezzanine debt and common equity. It combines features of both
Mezzanine debt occupies a unique position in the capital stack, sitting between senior debt and equity. It is a hybrid form of financing that combines
Common equity is the riskiest and most rewarding component of the capital stack. It represents the ownership interest in a property and is subordinate to
In the world of financial planning, acronyms and jargon often leave many people feeling overwhelmed. One such term is “LIRP,” which stands for Life Insurance
The pros of a LIRP include possible tax benefits, liquidity, stability, and liability protection. With all these possible advantages, it is easy to see why
