The challenge lies in not triggering the significant capital gains taxes associated with selling highly appreciated stocks.
Signature Estate & Investment Advisors LLC (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations. SEIA’s reputation is earned on a daily basis in each client relationship and professional affiliation the firm maintains. Accordingly, SEIA and its affiliates manage $5.2 billion in client assets as of March 31, 2016
Four examples of alternative investments that accredited investors may wish to research.
When it comes to our money, we all tend to act irrationally.