Estate Planning

You can underwrite a company in your sleep, but when you look at your own balance sheet, you still find a high income and a large number on paper, with very little cash you can touch. Jeff McClean reviews the unique financial reality of working inside venture capital and private equity, and how to plan for a timeline you don’t control.

Making partner changes your income twice. The amount goes up, and everybody tells you about that part.

Are we headed for a crash? Where are rates going? Jimmy Mortimer of Solidarity Wealth answers the questions clients ask most.