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 […]
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About Matthew Lapides
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Entries by Matthew Lapides
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 […]
When you were making investment decisions in the past, you were likely seeking ways to grow, preserve or protect your investments. You may have bought stocks, bonds, mutual funds or ETFs (that ultimately own various types of stocks and bonds for the most part). Have you ever thought of how that investment actually contributes to […]
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, […]
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 […]
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 […]
Ethos Private Wealth
1825 Ponce de Leon Blvd, #567
Coral Gables, FL 33134
Ph: (305) 602-1000 | Fax: (305) 602-1001
Investment advice offered through Ethos Wealth Management, LLC dba Ethos Private Wealth, a State Registered Investment Advisor.