Investments
This U.S. institution acts as the nation's central bank and helps manage interest rates and the money supply?
What is the federal reserve?
This type of trust involves giving up control of your assets permanently, meaning you generally cannot change or cancel it once it's created.
What is an irrevocable trust?
An account at a brokerage, bank, company, or anywhere that a single person is responsible for debits and credits thereto.
What is an Individual Account?
This long running theater district in a major U.S. City is known for debuting award-winning musicals like Hamilton and The Lion King.
What is Broadway?
The CEO and President of Pathstone
Who are Matt Fleissig and Kelly Maregni?
What is diversification?
The individual responsible for administering the trust, managing the assets, and distributing income and/or principal to the terms of the trust.
Who is the Trustee?
A legal ownership structure involving two or more parties for any type of financial account or another asset. Each tenant has an equal right to the account's assets and is afforded survivorship rights if one of the account holder(s) dies.
What is Joint With Rights of Survivorship / JWROS?
This Colorado resort features more than 5,000 acres if skiable terrain and is known for its expansive back bowls.
What is Vail?
What is an investment advisory firm?
What is an Exchanged Traded Fund (ETF)?
The primary person who will benefit from the trust, usually family and loved ones, but can be a charity.
Who is the Primary Beneficiary?
An account that allows individuals to direct pre-tax income toward investments that can grow tax-deferred. The IRS assesses no capital gains or dividend income taxes until the beneficiary makes a withdrawal.
What is a Traditional IRA?
This city's name has a French origin and reflects is scenic setting new lakes, parks, and mountain views
What is Bellevue?
These integrated services at Pathstone bring together specialists across tax, trust, risk management, and personal CFO services to help clients manage their wealth.
What are professional services?
Known as the 'Oracle of Omaha' this investor is famous for their long-term value investing strategy and leadership of Berkshire Hathaway.
Who is Warren Buffett?
This estate planning document allows someone to make financial or healthcare decisions on a person's behalf if they become incapacitated.
What is a power of attorney?
An account to which you contribute after-tax dollars. While there are no current-year tax benefits, your contributions and earnings can grow tax-free, and you can withdraw them tax- and penalty-free after age 59½ and once the account has been open for five years.
What is a Roth IRA?
Often nicknamed the 'Ice Cream Cone Capital,' this historic city has a strong dessert scene
What is Alexandria, VA?
This Pathstone service centralizes bill pay, cash flow oversight, and vendor management for clients.
What is Personal CFO services?
What is IRR (Internal Rate of Return)?
What is estate tax?
A business structure that can combine the pass-through taxation of a partnership or sole proprietorship with the limited liability of a corporation.
What is an LLC?
DAILY DOUBLE!!!!!!!!!!!!!!!
This landmark has its own zip code and is one of the most iconic buildings in the Northeastern U.S. State
What is the Empire State Building?
What is foresight, resourcefulness, empathy, performance, and accompaniment?