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Pete Michel CFA®, MA Portfolio Manager | Senior Fixed Income Strategist Curator of the Richer Returns Series
Richer Returns Our approach is fixed. Everything else is subject to change as needed. Beyond the buzzwords like factor investing, alternative investments, private equity, and asset allocation, there are people who make it all work. This is what they are thinking about now.
Market Insights Avoiding State Estate Taxes on Out of State Real Estate: A Simple Ownership Strategy Read more
Market Insights 2025 Equity Divergence: Assessing the Relative Positioning of Large- and Small-Cap Stocks Read more
Market Insights Avoiding State Estate Taxes on Out of State Real Estate: A Simple Ownership Strategy Read more
Market Insights 2025 Equity Divergence: Assessing the Relative Positioning of Large- and Small-Cap Stocks Read more
Article Why You Should Make Estimated Tax Payments Making estimated tax payments plays an important role in managing your finances. It may seem cumbersome to pay taxes quarterly,… View
Article Is the Use of a Donor Advised Fund Right for You? Philanthropic giving, both during life and after death, is often a priority for individuals who wish to create a meaningful… View
Article Navigating IRS Requirements for Non-Cash Charitable Contributions When making non-cash charitable contributions of significant value, donors must follow specific requirements from the Internal Revenue Service (IRS) to… View
Article Why Your Insurance Needs a Review Disasters like fires, accidents, and unexpected deaths are not subjects we enjoy contemplating. This discomfort may explain why many investors… View
Article Incomplete Non-Grantor (ING) Trusts Incomplete Non-Grantor (ING) trusts are specialized financial tools used for estate planning and tax management. These trusts offer significant tax… View
Article Irrevocable Life Insurance Trust (ILIT) An Irrevocable Life Insurance Trust (ILIT) is a specialized financial and estate planning tool designed to hold and manage a… View
Article A Hidden Estate Tax Trap: How Out-of-State Real Property Can Cost Your Heirs Millions Individuals and families with significant assets often focus their estate plans on minimizing federal estate taxes. But for nonresidents with… View
Article Estate Planning: Choosing Fiduciaries to Carry Out Your Wishes Clients create estate plans to ensure they age on their terms and that their wishes are honored after death. Fiduciaries—successor… View
Article Proposition 19 and Property Tax Planning in California: What High-Net-Worth Families Need to Know California’s Proposition 19 has reshaped property tax planning and has prompted many families to reconsider their estate strategies. Understanding these… View
Case Study How Can Business Owners Shield Wealth and Secure a Legacy with Strategic Estate Planning View
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