OpenAI’s $6.6B Tender is Here: How Employees Can Avoid Billions in Capital Gains Taxes
Open Letter: What every OpenAI employee should know after the 2025 tender offer–and how to plan for what’s next In November 2024, SoftBank reportedly bought...
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Why Tax-Aware Long-Short is Low Risk Despite Leverage, Short Sales, and Active Trading
What if the financial tools you’ve been taught to fear—like leverage, short selling, and active trading—aren’t inherently dangerous… and might actually decrease your tax
Hiring a Virtual Financial Planner: A Smarter, More Efficient Way to Manage Your Wealth
Why Working with a Virtual Financial Advisor is the Smartest Choice for High-Net-Worth Women and Couples In today’s digital world, nearly everything from grocery shopping...
Alternative Investments: Do They Actually Benefit High-Net-Worth Investors?
Table of Contents The Truth About Alternative Investments for High-Net-Worth Investors Over the past 15 years, alternative investments—such as hedge funds, private equity, ventur
How Tax Aware is Your Investing Strategy? Introducing Ultra Tax Efficient Wealth ManagementSM
How Tax Efficient Wealth Management Can Maximize Your Long Term Gains In addition to comprehensive wealth management, HWM is now offering Ultra Tax Efficient Wealth...
How 2025 Tax Policy Changes Might Impact Your Financial Planning
Let’s talk about income tax brackets, child tax credits, Social Security, and the potential expiration of the Tax Cuts & Jobs Act Will Trump’s tax...
7 Steps To Wealth: Conclusion
THE 7 STEPS TO WEALTH: TAKE CONTROL OF YOUR FINANCIAL FUTURE If you thought you couldn’t be wealthy—and stay wealthy—think again. You already read these...
7 Steps To Wealth: Protect
Welcome to the 7 Steps to Wealth. You’re on Step Seven, Protect. Go Back To Invest Move On To Conclusion STEP SEVEN: PROTECT Once you’ve...
7 Steps To Wealth: Invest
Welcome to the 7 Steps to Wealth. You’re on Step Six, Invest. Go Back To Earn Move On To Step 7 STEP SIX: INVEST Leverage...
7 Steps To Wealth: Earn
Welcome to the 7 Steps to Wealth. You’re on Step Five, Earn. Go Back To Ask Move On To Step 6 STEP FIVE: EARN The...
7 Steps To Wealth: Ask
Welcome to the 7 Steps to Wealth. You’re on Step Four, Ask. Go Back To Speak Move On To Step 5 STEP FOUR: ASK Wanting...
7 Steps To Wealth: Speak
Welcome to the 7 Steps to Wealth. You’re on Step Three, Speak. Go Back To Plan Move On To Step 4 STEP THREE: SPEAK How...