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Apexium Insights, Summer 2018 – Investment

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...

Apexium Insights, Summer 2018 – Insurance

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...

Apexium Insights, Summer 2018 – Financial Planning

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...

Recent Posts

  • Nick Pittelkau Joins Apexium Financial LP as Managing Director
  • Apexium Insights, Summer 2018 – Investment
  • Apexium Insights, Summer 2018 – Insurance
  • Apexium Insights, Summer 2018 – Financial Planning
  • David Bruckman to Speak at the Zicklin School of Business – Executive Taxation Series

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