A Primer on Estate Planning: Be Prepared

Estate planning is one of those tasks everyone knows is important, staring the Grim Reaper in the face to figure out how to distribute assets isn’t fun.

Estate planning is one of those tasks everyone knows is important, but few do eagerly. After all, staring the Grim Reaper in the face to figure out how to distribute assets isn’t fun. However, postponing the decisions is a mistake. Jeffrey Burr, an attorney specializing in estate planning, explained many of the threats that lurk.… [More...]

Industry Focus: Investment Firms

Recently, executives representing various investment firms met to discuss what the future of their industry could look like.

Recently, executives representing various investment firms met at the Las Vegas offices of Snell and Wilmer to discuss the investment landscape and what the future of their industry could look like:

Randy Garcia, The Investment Council; David Dunn, Kingsbridge Private Wealth; Doug Nelson, TCI Wealth Advisors, Inc.; Joe Gatt, Financial Planning & Management Corp.; Staci Scharadin, Diamond Wealth Management; Michael Baumgardner, Edward Jones; Brian Loy, Sage Financial Advisors; Zac Redman, Snell & Wilmer [More...]

Wealth Management: Tending to Retirement

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When the boat is rocking people naturally cling more tightly to the rail – which, given today’s economy, says much of what one needs to know about investing for retirement. “Individuals are scared, and rightly so,” says Tony DePasquale, founder and President of Elysien Private Wealth & Real Property in Henderson. “They want safe, and… [More...]

Industry Focus: Investment Firms

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The financial services industry has experienced a few rough years but, like many other industries, is beginning to see a bit of a turn-a-round. With individuals beginning to show an interest in wise investments and a slow unclenching of funds, the financial industry is poised for a good year. Connie Brennan, publisher of Nevada Business… [More...]