The COVID-19 pandemic shifted the way industries have conducted business. Many companies shifted to a remote working model.
However, what happens when companies try to get employees that have been working remotely throughout the pandemic to come back into an office setting full time?
In this episode, John and Michael Parise discuss the challenges that employers face post-COVID. They also provide tips and tricks on how to keep employees with companies long-term.
John and Michael discuss:
Why people are settling into one company
How the job market has changed post-pandemic
Why do employees have more power than they did in the past
How technology has shifted the ways business is conducted
Remember, you can’t spell succession without success.
In this episode of The Truth About Wealth, John and Michael Parise cover all the options you have when selling your business. John and Michael detail how to determine the right time, the timelines you should follow, and the pros and cons you should consider when looking to sell a family business.
John and Michael discuss:
The importance of having a succession plan for your business
The value of leadership and generational family conversations when you’re looking to sell your business
How to determine if it’s viable to keep your family business
The truth about selling your company to a strategic purchaser or a competitor
What are the benefits of selling your business to your management team
What you should know about employee stock ownership plans (ESOP) and how they can help your succession
Do you know what to do when the markets are saturated?
A good idea is to reallocate your assets to protect your investment portfolio.
This week, John and Michael Parise go back to basics with a conversation on asset classes. They categorize them while explaining what to do with them, what to expect from them, and how to protect them.
John and Michael discuss:
How CDs work
What are the pros and cons of bonds
Stock investing and when you should buy into the market
Real estate as a wealth-producing asset
The truth about investing in gold, silver, and commodities to balance out stresses in the market
Right now interest rates and inflation are higher than most of us have ever seen.
The market is changing and in the next 18 to 24 month it will look different than the slow rise that we have been used to seeing in the past 12 years.
In this episode of The Truth About Wealth, John and Michael are joined by Christian Hyldahl, a financial professional at Varium Investments who has been in the financial business for 30 years, to discuss what the economic trends will look like in the next short future.
John, Michael, and Christian discuss:
Christian’s thoughts on who is to blame for inflation
Advice for retirees facing an inflated market
The influence that the fed has had on the market
What might happen in response to the inflated market
If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero?
In this episode, John and Michael discuss their approach to estate taxes. In their approach, taxes are voluntary and planning is essential to ensure your loved ones have a plan and the means to pay for estate taxes when the time comes.
John and Michael discuss:
The best and worst ways to pay your estate taxes
Section 6166 for business exclusions on estate taxes
Gregan loans and how they can reduce your estate tax
The importance of starting early when it comes to planning
In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation concerns running rampant, many people are starting to look at the real estate asset class for answers.
In this episode John and Michael Parise welcome back guests Steven Kantor and Michael Brown for part two of a two part series on real estate investing.
John, Michael, Steven, & Michael discuss:
What opportunity zones are truly opportunities
How to leverage opportunity zone tax incentives
The use of DSTs in client’s real estate holdings
Why clients might consider shifting from stocks to real estate
Steven Kantor is CEO of S2K, where he is responsible for overseeing the strategic direction of the firm. Steven has over 35 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director and Global Head of Investment Banking at Cantor Fitzgerald, as well as Chairman and Co-Founder of CCRE, Cantor Fitzgerald’s affiliated commercial real estate lending platform. Prior to Cantor Fitzgerald, he held several senior roles at Credit Suisse. Steven earned a B.A. from Syracuse University and a J.D. from American University.
Michael is the Head of Real Estate Capital Markets at S2K. Prior to his role at S2K, Michael held a principal position at Sabbatical, was director of debt strategies at Fairstead, and was the Senior Managing Director at Cantor Commercial Real Estate, among other roles. He holds a Bachelor of Science from Cornell University.
Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79)
Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad asset class that is changing and evolving generation by generation.
In this episode John and Michael Parise welcome guests Steven Kantor and Michael Brown for part one of a two part series where they discuss all things real estate. From how an investor should start to assess the real estate market to some key macrotrends in the space, Steven and Michael provide some important insights into the real estate market landscape that you won’t want to miss.
John, Michael, Steven, & Michael discuss:
How to decide where to play in the real estate market
Different end-goals of owning real estate investments
Steven Kantor is CEO of S2K, where he is responsible for overseeing the strategic direction of the firm. Steven has over 35 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director and Global Head of Investment Banking at Cantor Fitzgerald, as well as Chairman and Co-Founder of CCRE, Cantor Fitzgerald’s affiliated commercial real estate lending platform. Prior to Cantor Fitzgerald, he held several senior roles at Credit Suisse. Steven earned a B.A. from Syracuse University and a J.D. from American University.
Michael is the Head of Real Estate Capital Markets at S2K. Prior to his role at S2K, Michael held a principal position at Sabbatical, was director of debt strategies at Fairstead, and was the Senior Managing Director at Cantor Commercial Real Estate, among other roles. He holds a Bachelor of Science from Cornell University.
A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)
If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you.
In this episode, John and Michael Parise welcome back guest Tim O’Rourke to discuss the different wine regions of Spain, the complex history that has shaped the Spanish wine industry, and how best to pair your favourite Spanish wine.
2021 was a year full of ups and downs. Will 2022 be the same?
In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the events of 2021, their impacts on the economy, and what 2022 may have in store.
John, Michael, and Paul discuss:
The real inflation rate in 2021 and 2022
Why unemployment numbers appear static
The key events that affected the economy in 2021
How our current education system needs to change for the economic future
Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.
Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)
Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market?
In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to discuss how you can separate noise in the market from events that may have tangible impact on the underlying economy.
John, Michael, and Paul discuss:
Impact of Russia/Ukraine conflict on the stock market
Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.
