Ready to Speak With an Advisor? Call (858) 222-8050

Recent Posts by Keith McKenzie

Opportunity Zones: A Hidden Opportunity for an Unexpected Group

[endpost_box_mobile title="Speak with an advisor" ] There’s no better time than now to protect the wealth you’ve built. Contact us today to speak with an advisor. [/endpost_box_mobile] [print_blog_author ] The financial benefit of Opportunity Zones is a critical consideration for investors as we head into 2019. The reason: many investors with appreciated assets and unrealized gains find...
Read Article  

The Four Characteristics of an Effective 10b5-1 Plan

[endpost_box_mobile title="Speak with an advisor" ] There’s no better time than now to protect the wealth you’ve built. Contact us today to speak with an advisor. [/endpost_box_mobile] [print_blog_author ] Shareholding corporate officers in possession of material nonpublic information (MNPI) need a 10b5-1 plan. The reason: even legitimate trades can invite speculation due to the insider’s unique insights into the...
Read Article  

New Wealth Requires New Planning

[endpost_box_mobile title="Speak with an advisor" ] There’s no better time than now to protect the wealth you’ve built. Contact us today to speak with an advisor. [/endpost_box_mobile] [print_blog_author ] I often get phone calls from successful entrepreneurs who just sold their business and are wondering how to properly manage their new wealth. This event brings with it significant opportunities...
Read Article  

Recent Comments by Keith McKenzie

    No comments by Keith McKenzie yet.