Déjà Vu All Over Again

Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the...

Bernath & Rosenberg at eCore Summit

This year, Bernath & Rosenberg was proud to sponsor eCore – Executive Conference on Real Estate – an exclusive event connecting multi-family real estate executives, owners/landlords and operators with deal-making experts and opportunities....

Financial Documents You Should Keep

When it comes to tax and important documentation knowing whether to keep it or shred it is important. We’ve compiled information to help you with this important task. Are you a “pack rat” or a “purger” when it comes to personal documents? The best approach is...

Now’s The Time To Review Your K-1s

When meeting a new Family Office client, it usually takes just a short conversation for us to understand one of the key items worrying them – their K-1 investments. A K-1 investment is the tax term we use to describe an investment in a partnership, informally known as...

5 Reasons Wealth Transfers Fail

Knowing these common legacy pitfalls can help your family avoid them. Family coach and author Roy Williams surveyed more than 3,000 families and found that over 90% of family wealth transfers fail by the end of the third generation. But, in this context,...