Extremely wealthy individuals and families with hundreds of millions of dollars in assets often have the advantage of being able to hire a staff of professionals to establish a “family office” in order to manage all financial matters related to their business and personal wealth. Fortunately, the same services that have been available only to the “super rich” are now available to more “merely affluent” investors. So what does that mean exactly? Vince will answer that question and tell you about the benefits of a “virtual” family office on this edition of Your Money Manual.
Episode #7: DST – 3 Little Letters That Mean Big Tax Advantages for Sellers of Appreciating Investment Property
Many investors cringe at the thought of selling appreciating assets out of fear of the potentially high taxes they’ll likely pay on their capital gains. However, thankfully, times are changing, and so has the tax code, particularly where the sale of highly appreciated investment property is concerned. On this edition of Your Money Manual, Vince Annable will introduce you to an exciting long-term tax strategy that could relieve you from the unpleasantness of a major tax hit for many years to come.
The holidays are upon us, and as we make our year-end plans, the last thing you may want to think about is your taxes—or more specifically, preparing yourself for how much you may need to pay in income taxes. So why not think of things differently this year? On this edition of Your Money Manual, host Vince Annable welcomes CPA Trent Erickson to discuss some unique and tested tax planning strategies that could help you keep a significant amount of your money, rather than sending it to Uncle Sam.
Venture Capital, VC, venture. Whatever you call it, venture capital may be the most dynamic, yet misunderstood, of all asset classes. While it certainly isn’t for everyone (we’ll explain why), venture capital investments can be of tremendous benefit to an investor’s portfolio when the stock market ride gets rough, and then, long after that. To tell you why, host Vince Annable welcomes venture capital expert, Carter Williams, founder of iSelect Fund. It’s worth 16 minutes of your time, so listen, learn, and share with others!
You may by familiar with private investments, and you may include them in your own portfolio, but they remain a mystery to many investors who may consider them off limits or simply too risky. On this edition of “Your Money Manual,” Vince Annable breaks it all down for you as he talks about how private and public investments differ and how private investments can add diversity and stability to your portfolio over the long term.
Episode #3: Due Diligence – Separating the Wheat From the Chaff With the Needs of Investors at Heart
On this this third installment of “Your Money Manual,” Vince talks about the painstaking approach taken in the selection of investments, specifically as they relate to The Household Endowment Model®. What makes these investments different from those that most average investors may be able to find and select for themselves? We’ll share what we’ve learned from some of the top-ranked university endowments that help guide these important decisions.
On this edition of the program, we discuss some of the common mistakes that investors make when choosing a professional to manage their money. Then, host Vince Annable walks you step-by-step through a comprehensive wealth management process that put investors’ needs first.
In this inaugural segment of "Your Money Manual," Host Vince Annable, CEO of Wealth Strategies Advisory Group and creator of The Household Endowment Model® talks about the purpose of the program. You'll also learn about how the performance of a major university endowment inspired the creation of a unique wealth management platform that helps protect--and even grow--investors' assets during times of high market volatility.
About the Show
If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then "Your Money Manual with Vince Annable" is the show for you. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions."
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Wealth Strategies Advisory Group, LLC., CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Vince Annable holds Series 6, 7, 24, 63, and 65 licenses in Arizona, California, Colorado, Florida, Illinois, Montana, Nevada, New York, North Carolina, Tennessee and Texas. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Vince Annable before proceeding further.