Archive for category: Financial Planning

Medallion Financial takes on the art world.

Art, Art Gallery, Auction, featured, Financial Planning, Investments

Ever since the first artists painted the first buffalos on the walls of caves, the art world has probably been rife with cheating and chicanery, fraud and forgeries. Hardly a week goes by without news of a major gallery selling fakes, a dealer stealing from the artists, or a museum de-accessioning a beloved piece that [...]

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Medallion Financial Corp. Forms Fine Art Lending Company:Former Sotheby’s Lending Executive Joins to Head Division

Art, featured, Financial Planning, Investments

Medallion Financial Corp., a publicly traded specialty finance company (Nasdaq: TAXI), has launched Medallion Fine Art Inc., to make loans secured by paintings and other works of art. The New York-based division will lend to private art collectors and art dealers. “The search for unique investment opportunities, a sudden need for funding such as a [...]

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Women, Money, and Today’s Retirement Courtesy of: The Lansat Group Branch Name: Morgan Stanley West Palm Beach Branch

featured, Financial Planning, Investments

Women, Money, and Today’s Retirement Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures. Recognizing the Shortfalls For starters, women on average still earn less than men, according to the Department of Labor’s Bureau of Labor [...]

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Children and Wealth: Important Lessons Start Early in Life Jeremy.Lansat@mssb.com Samia.A.Lansat@mssb.com Joel.Lansat@mssb.com Morgan Stanley Smith Barney LLC. Member SIPC. 777 S. Flagler Drive, Suite 700 West Palm Beach FL 33401 561-820-2340

Financial Planning, Investments

Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about managing and preserving wealth to the younger generation. However, you want the family legacy to be about [...]

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Women, Wealth, and Legacy Planning

Financial Planning, Investments

Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Women need to be involved, informed, and comfortable with their role as guardians of family wealth. Active participation in wealth [...]

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