Short and long-term financial goals for CEOs, other executives and business owners might include buying a home, putting their children through college, retiring at a certain age or leaving a legacy, perhaps their business, to their heirs. It’s important for high net worth people to determine now what they’d like to achieve, develop a plan to reach their goals, write it down and … [Read more...] about Wealth Management: Setting and Obtaining Financial Goals
“The good news is the positive economic outlook we are experiencing in Northern Nevada. Hotel rooms are booked and new businesses are opening their doors. The bad news is that we need more snow/water!” Tim Holland | Sales Executive, LP Insurance Services, Inc. “Nevada has a rich history of philanthropy. We live in a very generous, supportive community; however, there are far … [Read more...] about What’s the Good News/Bad News About Living in Nevada?
The actions of some have caused investment firms as a whole to be painted with the same brush. For the past few years, Nevada investment firms have struggled to assure the community of their ethical practices while managing client expectations and working in a down economy. Recently, executives representing investment firms across the state met at the Las Vegas offices of City … [Read more...] about Industry Focus: Investment Firms