Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
Scott Bessent said a tariff “dividend” of at least $2,000 could come via the tax cuts passed in the signature economic policy bill earlier this year.
Most investors think self-directed IRAs are limited to stocks and bonds. Brad Kraft, President of Provident Trust Group (PTG), explains how advisors can help clients access a far broader universe—from real estate and private equity to LLCs and early-stage businesses. Kraft shares how PTG’s entrepreneurial culture, proprietary technology, and flat-fee pricing structure make alternative investing more accessible while maintaining the trust clients expect.