by Apexium Financial's Partners | Oct 22, 2018 | News
Apexium Financial LP announced today that Nick Pittelkau has joined the firm as managing director. Pittelkau will lead client service in the Greater Washington, DC area, while providing financial planning and wealth management for his clients. Apexium Financial LP...
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...
by Apexium Financial's Partners | Oct 12, 2017 | News
EXECUTIVE TAXATION SERIES- SEMINAR #2 OCTOBER 17, 2017 EXECUTIVE PROGRAMS ZICKLIN SCHOOL OF BUSINESS, IN PARTNERSHIP WITH THE DIVISION OF CONTINUING AND PROFESSIONAL STUDIES The Executive Taxation Series is offered by the Zicklin School of Business in partnership with...
by Apexium Financial's Partners | Oct 2, 2017 | News
INVESTMENT CORNER ROBO-ADVISORS – What Investors Need to Know Perhaps you have heard the term “Robo-advisor”, or even use one for your investments. Robo-advisor is a broad term that describes a number of technology platforms that provide automated investment...
by Apexium Financial's Partners | Oct 2, 2017 | News
Insurance The importance of a Life Insurance Policy Audit On July 20, 2017, the Wall Street Journal published an article entitled “Happy 100th Birthday! There Goes Your Life Insurance.” The article focuses on some older policies that mature when the insured attains...
by Apexium Financial's Partners | Oct 2, 2017 | News
Financial Planning – Should you serve as a Trustee? Asked to serve as a Trustee? Think twice, and know what questions to ask Consider a not uncommon scenario in which a close friend or relative asks you to serve as trustee for a trust he or she is creating or...
by Apexium Financial's Partners | Aug 17, 2017 | News
Apexium Financial LP is pleased to announce David Bruckman has been honored as Advisor of the Year by Lincoln Financial Network (“LFN”). In LFN’s 2017 Summer issue of Partner, David discusses how he is leveraging today’s technology to gain more time serving his...
by Apexium Financial's Partners | Jul 26, 2017 | News
Having the right team of advisors is critical in good planning. Businesses must cultivate a team of experts to handle accounting services, financial planning for the business and personal wealth, protect the assets of the business and implement cutting-edge products....
