Tag - Sheaff Brock Tiffany VanHook

Sheaff Brock Investment Advisors | Tax Planning for 2021

Year-End Financial and Tax Planning Tips for Individuals and Couples

Investors maintain caution after the election as control of the Senate remains unclear until after the January runoff election, Sheaff Brock Vice President Tiffany VanHook observes. While this uncertainty makes tax planning more challenging, the possibility of a split government gives hope that the more significant tax increases proposed under Biden’s tax plan will be more difficult to put into effect. The most practical tax-planning approach, VanHook suggests, is to put the emphasis on traditional year-end balancing of portfolio [...]

Sheaff Brock Money Managers, Investment Survival Tactics, and Dixie-Cups Style for Investment Growth

Investment and Estate Planning Survival Tactics Dixie-Cup Style

Before the Spanish flu hit, the company behind Dixie Cups was just another scrappy startup, Kevin Leland points out in fastcompany.com. Once the pandemic hit, because it was hoped disposable cups would help stop the spread of the disease, Dixie used survival tactics to eventually become a household name. The moral of this story, Leland believes, is this: Timing is one of the crucial stars that must align for any start-up to succeed. But what if the timing isn’t right [...]

Sheaff Brock Reviews Benefits of Charitable Giving for 3-Generation Families

Charitable Planning Can Cure the 3-Generation Curse

The American version of the old Chinese saying, “Wealth does not pass three generations” is “Shirtsleeves to shirtsleeves in three generations.” Whenever there is a lack of financial literacy, and wherever family values are not emphasized, Vernon Wong of First Hawaiian Bank emphasizes, there exists the very real danger that the wealth will dissipate by the third generation. The wealth attribution rate is surprising high, agrees Augusta Dwyer of Globe Wealth, affecting 90% of family fortunes. Of course taxes, inflation, [...]