For many private business owners, the idea of investing in public companies feels like a step backward. In their world, control equals safety. Decisions get made in-house. Risk can be seen, … [Read more...]
Delap Wealth Advisory: Oregon’s Three-Peat Champion of Wealth Management
Delap Wealth Advisory (DWA) is proud to announce a remarkable milestone: for the third consecutive year, we have been recognized by Investment News as one of America's fastest-growing fee-only … [Read more...]
Delap Wealth Advisory Named One of the Fastest Growing Fee-Only RIAs of 2023 by Investment News
LAKE OSWEGO, Ore. (November 30, 2023) – Delap Wealth Advisory, a pioneering Oregon-based firm renowned for its specialized focus on maximizing the after-tax transferable value of business owners' … [Read more...]
Joint Life Insurance in an ILIT: Smart Estate Tax Planning
Affluent families with considerable wealth often face significant estate tax liabilities upon the death of a family member. To mitigate this risk, many wealthy families turn to permanent life … [Read more...]
Why a Globally Diversified Portfolio is More Important Than Ever
For decades, U.S. stocks have been the darling of the investment world, attracting investors from around the globe seeking high returns and stability. However, the world is changing, and the empirical … [Read more...]
How Private Equity Increases the Value of Private Companies
Private equity groups have gained a reputation for being ruthless investors who buy struggling businesses and turn them into highly profitable companies. While there may be some truth to this … [Read more...]
Pros & Cons of Business Owner Prenuptial Agreements
Prenuptial agreements are legal documents that are signed by couples before marriage to determine how assets will be divided in the event of a divorce or death. For business owners, a prenuptial … [Read more...]
The Truth About Investing in Gold
Investors have long been captivated by the allure of gold, a precious metal that has served as a store of value for thousands of years. But is gold a good investment? And just how has investing in … [Read more...]
How Business Owners Can Use Trader Funds to Reduce Tax Expenses
In most years, the top 1% of income earners in the United States pays about 40% of all income taxes, according to the latest data from the IRS. Because so many private businesses in the U.S. are LLCs … [Read more...]
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