Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth. How can you implement it in your family? John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing …
Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios. Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer …
What happens when a business suddenly loses a key player or faces a supply chain disruption? That’s where Madison Insurance Group’s unique strategies come into play, offering peace of mind and financial protection for unforeseen business challenges. Join John and Michael Parise as they chat with Mark Sims and Aaron Quinn from Madison Insurance Group …
What does it mean to treat all family members fairly in terms of wealth distribution? John and Michael Parise dive into the complexities of estate equalization within family businesses. In this episode, they unravel a recent case study highlighting the challenges faced when generational wealth intersects with family dynamics. Listeners are in for a detailed …
How can you create a legacy that spans generations? Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth …
What’s the secret to leaving a lasting legacy through philanthropy? Join John and Michael Parise as they sit down with Marlene Olshan and Ann Figueredo from Momentem Consulting Group. Together, they explore how families can define and achieve meaningful philanthropic goals. Marlene and Ann share their journeys and discuss Momentem’s mission to help both non-profits …
Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments? Get ready to uncover the untapped potential of tax method changes that could revolutionize your approach to wealth management! This week, Michael Parise and guest Vanessa Wallace Clunies from Tax Method Experts guide you through …
Are you ready for the next energy revolution? John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital. John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil production to the innovative potential of Small Modular Reactors (SMRs). Mitch …
What happens when gold outpaces all expectations in a world where currency devalues? In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman from Miles Franklin. John and Michael take you on an exploration of gold and silver markets, challenging the notion of free markets …
Have you reviewed your beneficiary designations lately? The impact could be more significant than you think. Ensuring your assets are inherited as you intend starts with one critical step: understanding the importance of asset succession and beneficiary designations. Today on The Truth About Wealth, John and Michael Parise of Copper Beech Financial Group explore the …