by Apexium Financial's Partners | Jun 20, 2018 | News
Investment Corner Is there leverage in your investment vehicles; buyer beware? Through January of this year, with the 10-year bull market in equities and historically low volatility, leveraged exchange-traded funds (or leveraged ETFs) and mutual funds exploded in...
by Apexium Financial's Partners | Jun 20, 2018 | News
Insurance Update As a result of the Act, there may be a decrease in death benefit-oriented life insurance policies purchased to provide liquidity to pay federal estate taxes. Similarly, some policy owners may question the value of retaining an existing policy that was...
by Apexium Financial's Partners | Jun 20, 2018 | News
Financial and Estate Planning Opportunities under the Tax Cuts and Jobs Act of 2017 (the “Act”) One of the more significant aspects of the Act is its failure to repeal the federal estate tax, a long-standing goal of the Republican Party. The Act did, however, double...
