Morning Memo
 
Wealth Management Morning Memo

JULY 20, 2023

ESTATE PLANNING

Big Changes to Florida’s Alimony Law

Courts must apply a new formula-based system.

FULL ARTICLE

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THE HEALTHY ADVISOR PODCAST

Persevering in the Face of Adversity with Maria Castillo Dominguez

Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.

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SPONSORED WEBINAR

Navigating the Crossroads: Exploring the Intersection of Emerging Markets and Commodities in Today’s Financial Landscape

Join us on Mon. July 31st to discuss the dynamic relationship between emerging markets and commodities in today's financial landscape, the opportunities and challenges presented by this intersection and, the strategies for capitalizing on these trends from the perspective of category experts.

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ESTATE PLANNING

Five Mistakes Entrepreneurs Make in Estate and Succession Planning

By addressing these issues, entrepreneurs can better protect their assets and those of their heirs.

FULL ARTICLE

REAL ESTATE

Assessing Investor Interest for Affordable Housing Opportunities

While fundraising levels have declined a bit from previous years, consistent returns, tax credits and lower risk continue to attract equity from a variety of investor types.

FULL ARTICLE

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