Entries by Matthew Lapides

Miami Firm Finds the Path for Investors to High-Yield, High Quality and Short Maturity Investments from On-Line Lenders

MIAMI, Nov. 12, 2014 (GLOBE NEWSWIRE) – Ethos Private Wealth, a Miami-based investment advisory firm, announced that it has partnered with on-line lending platforms and industry experts to launch a turnkey marketplace lending strategy for investors seeking high yield through short maturity and non-correlated securities. The Specialty Income Strategy provides all elements investors need to […]

Miami Firm Launches Platform for Banks to Access and Manage Investments With On-Line Lending Partners

MIAMI, Nov. 10, 2014 (GLOBE NEWSWIRE) — Ethos Private Wealth, a Miami-based investment advisory firm, announced that it has partnered with on-line lending platforms and industry executives to launch the Treasury Income Strategy. This turnkey marketplace lending platform is built for banks seeking low duration instruments with attractive yields for their excess treasury cash. The […]

Is School School School the new mantra???

In many parts of America, the “location, location, location” mantra for the most important factor in a home purchase has been replaced with “schools, schools, schools”. Makes sense, right? With property taxes in many parts of the county equivalent to 3% or greater of the assessed value of your home, and with a private kindergarten, […]

Lessen your Tax Bite in Retirement

Keep More – Setting Ground Rules for a Tax Smart Retirement Nearly all business owners, high income earners and retirement savers are interested in reducing income taxes. This is understandable as income taxes are generally the highest-rate tax business owners and high income earners will pay during their lifetimes. Part of a successful investment plan […]

Is the 4% Rule right for you?

Planning to retire? How much can you withdraw and still be OK? There’s nothing simple about figuring out what percentage of your nest egg you can safely withdraw each year in retirement. You don’t want to be frugal, but also don’t want to outlive their savings. The “4% rule” may be a possible starting point […]