August 22, 2025 Gift Tax in 2025: Rules, Exemptions, and Smart Wealth Transfer Every year, millions of dollars quietly change hands between family members, friends, and even...
August 22, 2025 Elon Musk's Tesla Equity Award: Hybrid Compensation and Tax Strategy In mid-2025, Tesla granted CEO Elon Musk a staggering 96 million shares tied to an effective...
August 21, 2025 Understanding Structured Notes for High Net Worth Investors Structured notes are a sophisticated alternative investment vehicle often misunderstood or...
August 20, 2025 Buy vs Rent a Home: A Clear Framework for Smart Homeownership Decisions Few financial decisions carry as much weight, or emotion, as whether to buy a home or continue...
August 19, 2025 The Quilt Chart: What 16 Years of Market Data Reveal About Smarter Investing When most investors look at the markets, they see a scoreboard. Green means “go,” red means...
August 15, 2025 The Tax Benefits of ETFs: How Exchange-Traded Funds Boost After-Tax Returns In today's market, investors are inundated with choices: mutual funds, ETFs, SMAs, hedge...
August 11, 2025 Charitable Giving Tax Changes in 2026: How High-Income Donors Can Save More by Acting At VIP Wealth Advisors, we believe wealth isn't just about accumulation, it's about intention....
August 6, 2025 Cash Balance Plan Freeze and Thaw Strategy: A Smarter Tax Move for Business Owners Most high-income business owners are looking for ways to reduce taxable income, fast. One of...
August 5, 2025 Klarna Equity Compensation: What to Know Before the IPO Klarna, the Swedish fintech powerhouse known for reinventing "buy now, pay later," has been in...
August 4, 2025 Why the Fed Targets 2% Inflation—and What It Means for Your Wealth When headlines scream about inflation surging or cooling, the number that keeps showing up is ...
August 2, 2025 CoreWeave IPO: Your Equity, Taxes, and What to Do Next CoreWeave, the AI-hyperscaler, went public on March 28, 2025, pricing its IPO at $40 per share...
August 1, 2025 Exotic Cars as Investments: Smart Strategy or $500K Fantasy? 🏁 What high-net-worth investors need to know before treating Ferraris, McLarens, and GT3s as...
