Long Angle Blog
Key insights and strategies for navigating wealth.
Navigating Economic Uncertainty: Expert Analysis on Tariffs, Recession Risk, and Investment Strategy
Former Bridgewater CIO Bob Elliott analyzes tariff impacts on the economy, recession probability, and effective investment strategies for today's volatile market environment.
3% Rule (or 4% Rule) vs. Dividends: Optimizing Your Retirement Spending Strategy
Unsure whether to follow a 3% or 4% withdrawal rate or rely on dividends? Explore the key factors to optimize your retirement income strategy.
Understanding the Boglehead Strategy
Discover the Boglehead method, a low-cost and diversified approach that scales from new investors to ultra-high net worth individuals.
How to Use a 529 Plan for Estate Planning
A 529 plan for estate planning can help reduce taxable estate, grow wealth tax-free, and provide a financial legacy.
Oil and Gas Investing: Outlook, Benefits, and Best Practices
Oil and gas investing can bring strong returns but also requires careful planning and due diligence.
How to Choose a Family Office Structure
Family office structures include Single-Family Office (SFO), Multi-Family Office (MFO), and Virtual Family Office (VFO).
Navigating Transfer Tax While Estate Planning
Minimizing state planning transfer tax requires strategically leveraging exemptions, deductions, and trusts.
Charitable Giving Strategies for High-Net-Worth Investors
Charitable giving strategies allow high-net-worth individuals to give back in a tax-efficient way.
How to Invest in Gold: Physical, ETF, and Mining Stock Allocation Strategies
Knowing how to invest in gold (including physical, ETFs, and stocks) means balancing risk, liquidity, and tax considerations.
Impact Investing: Using Wealth to Give Back
Impact investing generates returns and grows wealth while also supporting important causes.
