A look Inside of Wall Street (Interview with Peter Campbell)
PART 1 (Money, Markets and What the Heck YOU can do) httpv://www.youtube.com/watch?v=XkzX7T3rUuM What the Heck is going on? I know I posted this interview in reverse; however, I felt it was critical to get the Special Edition: (Are Municipal Bonds Still Safe?) interview with Peter out immediately. This post is…
Attorney Versus Advisor – Who Can Help You with Your Asset Protection Goals?
In your search for wealth preservation advice, you’ve probably come across both asset protection specialists as well as attorneys. Since it is your wealth at stake here, it is important that you seriously consider the level of training, skill and experience any advisor has before you trust them to protect…
Asset Protection Can Defend against Social Host Liability Laws
Santa Barbara County, California recently enacted a social host liability ordinance, which makes it illegal for anyone to knowingly allow minors to imbibe alcohol on their premises. Social host laws, as they are known, are not exactly unheard of, and many states around the country have implemented these. However, as…
Are Municipal Bonds Still Safe?
For the past 20 years, I have watched the Municipal Bond market through the eyes of my clients as they built beautiful laddered bond portfolios. And honestly for the past 20 years I have seen a huge number of positive benefits from this strategy. Not only were bonds simple, tax-free…
This Holiday Season, Keep Asset Protection on Your Mind
It’s the season for good cheer, but unfortunately, for many employers around the country, the holiday season can bring with it its own legal headaches. From employee parties and drunk driving, to failure to accommodate religious concerns, there are any numbers of legal pitfalls out there that sensible employers must…
Asset Protected Investing (Part 2)
In my first post on this subject (Asset Protected Investing?) I indicated that I had been exposed to a way to see the markets that I had not known even existed before a couple of years ago. In this post I am going to expand. Let me start with the…
Your Employee’s Driving Behavior Could Prove Costly for You
By now, everyone knows that using a cell phone or texting while driving could increase your risks of an accident. However, every employer should also know that when an employee engages in such behavior and causes an accident while on duty, he can be held liable for any injuries or…
Asset Protection Trust in Place of a Prenuptial Agreement
More than 50% of American marriages end in divorce. That is a sad fact. Sadder still is the fact that in many states, the wealthier spouse can be left with dramatically reduced assets after the divorce details are all ironed out. States like California for instance, have laws that greatly…