Archive for April 2019

When private companies decide to list their stock on a major stock exchange, they participate in what’s called an initial public offering (IPO). It’s a way for the company to create liquidity for shareholders and raise capital by selling shares of the company to the public. The company can then use the newly acquired capital…

Blackstone Group LP has been counseling its clients to use specially designed cash value life insurance to avoid paying taxes on investment gains. Life insurance has always had tremendous tax treatment. With new tax laws that were passed at the end of 2017, the tax benefits are potentially even more valuable. All growth and dividends…

For conservative investors who have a limited appetite for risk, yet still yearn for good growth opportunities, there may be an attractive option. Several major U.S. banks, including JP Morgan Chase, Barclays, and Goldman Sachs have entered the equity-linked note/CD space. Notes are essentially short-term bonds backed by the full faith and credit of the…