Address

77 Water Street, 8th floor New York, NY 10005

Contact

Phone: 212 390 8918
Fax: 212 390 8913

E-mail

info@larreawealth.com

77 Water Street, 8th floor New York, NY 10005

Address

Phone: 212 390 8918
Fax: 212 390 8913

Contact

info@larreawealth.com

E-mail

Steps to Executing an Exit Strategy

Steps to Executing an Exit Strategy Some business owners don’t think about succession possibilities or when they might retire, because they love running their companies and don’t want to stop any time soon. But unfortunately, about half of retirees must stop working...

Interest Rates and the Economy

Interest Rates & the Economy The yield curve is a graph with the rates of U.S. Treasury bonds plotted by maturity. The slope of the curve is the difference between short-dated bonds and long-dated bonds. Normally, it curves upward as investors demand higher yields...

Avoiding Probate with a Transfer-on-Death Deed

Avoiding Probate with a Transfer-on-Death Deed If you want to leave your home to your children or other heirs and keep the property out of the costly and time-consuming probate process, you could place your home in a living trust. Trusts offer numerous advantages, but...

College Savings: Roth or 529 Plan?

College Savings: Roth or 529 Plan? Roth IRAs were primarily intended as a tax-advantaged way to save for retirement, but for some parents (and students with earned income), a Roth IRA can double as a college savings tool. On the other hand, state-based 529 savings...

A Steady Strategy in Turbulent Times

A Steady Strategy in Turbulent Times After an unusually calm year in 2017, the stock market turned unusually volatile in 2018. How volatile was it? Consider this: In 2017, the S&P 500 had only eight days when the index closed with a rise or fall of 1% or more from...

HOT TOPIC: U.S.-China Trade War: Who Pays the Price?

U.S.–China Trade War: Who Pays the Price? On May 13, 2019, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more than $1 trillion in global equity values.1 The markets recovered over the next three days,...