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Adviser First Partners Blog

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • December 14, 2020

    Celebrity Estates: How Michael Jackson's Executors Created a Thriller of an Estate Plan

    Even though Michael Jackson's estate was sidled with over $500 million in debt when he died, due to the great work of his executors, it has earned over $2 billion since his death.

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  • December 14, 2020

    Bitcoin's Climb Divides Technologists, Institutions

    Israel's "start-up king" said cryptocurrencies are a gateway to "the dark economy," even while a legacy insurer buys $100 million in Bitcoin.

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  • December 14, 2020

    JPMorgan Says MassMutual’s Bitcoin Foray Signals Widening Demand

    The cryptocurrency is gaining more recognition as a portfolio diversifier amid dollar weakness, somewhat akin to gold.

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  • December 14, 2020

    Wrap up, rest and reset: Getting ready for 2021

    Your plan for 2021 should focus heavily on how you are going to market and meet virtually

    The post Wrap up, rest and reset: Getting ready for 2021 appeared first on InvestmentNews.

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  • December 14, 2020

    Fed Expected to Offer New Guidance, Not Action, on Bond Buying

    The additional guidance could provide more clarity on what conditions would eventually prompt the Fed to increase or decrease the pace of bond purchases.

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  • December 14, 2020

    Oracle Moves Headquarters to Texas, Joining Valley Exodus

    The move comes amid Oracle’s drive to shed costs during a transition from traditional software to cloud computing.

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  • December 14, 2020

    Eight Must Reads for the CRE Industry Today (Dec. 14, 2020)

    Bisnow talked to 43 commercial real estate executives asking how 2020 has changed how they will run their businesses in the future. Dr. Peter Linneman and Matt Larriva claim to have developed a methodology to forecast cap rates for up to a year in advance, reports Commercial Property Executive. These are among today’s must reads from around the commercial real estate industry.

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  • December 14, 2020

    RIAs see business go south

    Large registered investment advisers in the Northeast have watched their assets diminish in 2020, even as the broader market reached fresh highs

    The post RIAs see business go south appeared first on InvestmentNews.

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  • December 14, 2020

    How is your team doing?

    The single greatest risk facing employees right now may be mental health, and leaders can do a lot to institute a healthy work-life balance

    The post How is your team doing? appeared first on InvestmentNews.

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  • December 14, 2020

    Advisers must examine college savings strategies to get clients to their goals

    Schooling remains crucial for career prospects, but with tuition sky high many parents are questioning college savings and the value of an education

    The post Advisers must examine college savings strategies to get clients to their goals appeared first on InvestmentNews.

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  • December 14, 2020

    Vaccine Approval Could Mark a Turning Point in CRE Price Discovery

    Buyers hoping to capitalize on distress may only have a small window of time to strike as long-term prospects for troubled assets begins to brighten.

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  • December 14, 2020

    A Changed Retail Environment Yields New Investor Opportunities

    There are still many avenues available for investors in retail properties looking for returns, safety, management ease or a combination of all of the above.

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  • December 14, 2020

    Multifamily Investors Are Ending 2020 on a Brisk Buying Clip

    Tired of waiting for discounts, investors have come off the sideline to snap up assets in a year-end rush of deals.

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  • December 14, 2020

    Adapt and Survive: 2020 Forces Adviser Embrace of Digital Tools

    Advisers were quick to embrace new digital tools this year, new research shows. Firms tried a number of tactics to get everyone on board.

    The post Adapt and Survive: 2020 Forces Adviser Embrace of Digital Tools appeared first on InvestmentNews.

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  • December 13, 2020

    21 people who will change wealth management in 2021

    Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

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  • December 11, 2020

    State Street to explore options for asset management arm

    The firm, which has more than $3 trillion under management, runs dozens of mutual funds and was a pioneer in index investing.

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  • December 11, 2020

    DOL limits retirement-plan proxy votes to those affecting financial returns

    The move could curb shareholder actions related to sustainable investing

    The post DOL limits retirement-plan proxy votes to those affecting financial returns appeared first on InvestmentNews.

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  • December 11, 2020

    A Letter From 9 Million U.S. Expats to Janet Yellen

    The next Treasury secretary could make the lives of millions of Americans easier at no cost at all.

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  • December 11, 2020

    Psychedelics Replace Pot as the New Favorite Edgy Investment

    Marijuana’s legal headway in recent years has paved the way for new interest in remedies typically relegated to the black market.

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  • December 11, 2020

    2020 year-end tax tips: What we do know and what we should know

    Here are some obvious and not-so-obvious year-end tax tips to consider as we prepare ourselves and our clients for the new year.

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Have any Questions?

We're here to help. Send us an email or call us at +1 (855) 502-8919. Please feel free to contact our experts.

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53 Assembly Dr., Unit 60
Mendon, NY 14506

Phone: +1 (855) 502-8919
Email: info@adviserfirstpartners.com
Fax: +1 (585) 321-5624

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