Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. This article " How Advisors Deal With High Net Worth Clients " was first published on BlueMind Blog.

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Ballast Advisors

MARCH 17, 2023

The concept of your domicile is very different from that of your residency Domicile is an important concept in determining one’s residency status for tax purposes. Taxes Matter For tax purposes, an individual’s domicile is often considered to be their state of residency for tax purposes. Residing in Florida?

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Walkner Condon Financial Advisors

APRIL 26, 2024

This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. For more on high-yield savings accounts, check out this blog post from last year by my colleague Alicia Vande Ven. This material is intended for educational purposes only.

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Ballast Advisors

MARCH 17, 2023

Reducing your tax liability can literally save you thousands of dollars Tax season can be a stressful time for many people, especially if you’re not fully prepared. However, with some advance planning and preparation, you can take steps to reduce your tax bill for the upcoming year.

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Cobalt

JANUARY 22, 2025

While we dont have any solid policy to examine yet, the combination of potential foreign investment, tariffs, and changes to corporate tax structures could be a boon for alternatives, which would strengthen the returns for fund of funds, co-investments, and secondaries. This blog post is for informational purposes only.

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Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

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Taxes Legal Assets Education 40

Cobalt

MAY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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The Motley Fool

JANUARY 25, 2024

Book value is the value of a company's total assets minus its total liabilities. Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. Which shares you should sell will depend on your current tax bracket.

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Cobalt

AUGUST 9, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

OCTOBER 11, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

SEPTEMBER 17, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

JUNE 24, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

AUGUST 6, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The dynamic between LPs and large companies when it comes to investment horizons and ESG policies will continue to play out and have large impacts on these investments moving forward.

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Cobalt

FEBRUARY 14, 2025

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. Alternatively, it could just be steadily increasing contributions with flat returns leading to a deepening contribution deficit.

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Cobalt

APRIL 19, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

SEPTEMBER 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Buyout Venture Capital Legal Liabilities 52

Cobalt

DECEMBER 6, 2022

If faith in tech big and small is restored and macro conditions improve, the drawdown could slowly reverse This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

OCTOBER 14, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. If this leads to outsized returns a few quarters down the road for the strategy, we still expect the quarterly consistency to remain on credit’s performance.

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Cobalt

NOVEMBER 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, with so many unknowns and looming issues in the macro environment, it would not be surprising to see a quicker reversal of fortune.

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Cobalt

OCTOBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

SEPTEMBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

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Cobalt

AUGUST 11, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

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Cobalt

FEBRUARY 9, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. With Q3 data collection beginning in the coming weeks, we will share another Insight article with an early indication of what lies ahead for H2 2022 distributions.

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Cobalt

APRIL 4, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. LPs may likewise look to de-risk their portfolios, which may cause a shift from the riskier end of private investments.

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Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Tax Considerations When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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Taxes Legal Liabilities Education 52

Cobalt

FEBRUARY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, whether the bubble bursts or local and national efforts to address supply and demand reign in the values, there will always be intrinsic value in the real estate sector.

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Cobalt

JANUARY 26, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. On the other hand, if a more recessionary event is close, then there may be ample cheap opportunities for distressed investors to buy.

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Cobalt

DECEMBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. For more information on PME and how Cobalt leverages it, download our white paper: Measuring Performance in Private Equity: The PME Cheat Sheet.

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Cobalt

JULY 17, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. We will publish the Cobalt Q4 benchmark data in the coming weeks, at which point we can dig deeper into the overall trends of private markets in 2023.

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Cobalt

NOVEMBER 2, 2022

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. One thing to keep an eye out for will be to see if the recent influx of NAV will bear out another run of substantial distributions in the years to come.

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Cobalt

JANUARY 10, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The last period of high inflation in the early 1980s precedes the chart’s time range, so only time will reveal the impact of the current inflation cycle.

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Cobalt

JUNE 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

OCTOBER 4, 2022

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

MARCH 18, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. That offers LPs opportunities to invest more in the funds, potentially propping up the inflated averages so far in the 2020s.

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Cobalt

MARCH 8, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. Buyout has shown incredible consistency in and out of recession, and will on average yield a positive—but not highest—return.

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Cobalt

MAY 3, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, we still see strong and safe average performance from this style, implying the suppressed performance in the wake of the Great Financial Crisis may have been an anomaly.

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