


Strategies for Mitigating Estate Taxes
While estate taxes impact only a small part of the U.S. population, several legal loopholes are available that can mitigate the potential financial impact of estate taxes. on those who inherit such estates. Taking advantage of these opportunities involves proper...
Betting the House v. 2.0: Buyer Beware
An unsustainable move, the post-coronavirus increase in housing prices is one we believe is likely to reverse itself over the intermediate period ahead. Investors should pay attention to ramifications of this housing forecast, as it has material implications for the...
Betting the House: U.S. Housing Market
In the summer of 2005, alarm bells were ringing around our office regarding the state of the housing market. As a result, we felt obligated to communicate our concerns to clients, and we issued a note to our clients about the risks in the housing market and the...