9 Tips to Protecting Yourself from Identity Theft

9 Tips to Protecting Yourself from Identity Theft

Presented by Bisdorf Palmer, LLC Like many people, you might believe that your identity could never be stolen. Then, one day, you go to the mailbox, open your monthly credit card statement, and see a host of charges made to your account in a country you’ve never...
A Crash Course in 529 Plans

A Crash Course in 529 Plans

Presented by Bisdorf Palmer, LLC Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them. START WITH THE BASICS 529 plans are tax-advantaged college savings plans...
Hedge Fund Investments

Hedge Fund Investments

Presented by Bisdorf Palmer, LLC WHAT ARE HEDGE FUNDS? Hedge funds are actively managed pools of capital that can employ a wide variety of investment strategies spanning traditional and nontraditional assets. Many of these strategies use leverage (debt) to try to...
Infrastructure Investments

Infrastructure Investments

Presented by Bisdorf Palmer, LLC WHAT IS INFRASTRUCTURE? Infrastructure refers to facilities and systems that serve a region or nation. It typically refers to the technical structures that support a society, such as roads, water supply, sewers, power grids, and...
Private Equity Investments

Private Equity Investments

Presented by Bisdorf Palmer, LLC WHAT IS PRIVATE EQUITY? Private equity (PE) is an asset class and a source of capital that enables investors to access private market companies. The approach of PE involves a purchase of part, or all, of a company that is not listed on...
4 Reasons to Consolidate Retirement Accounts

4 Reasons to Consolidate Retirement Accounts

Presented by Bisdorf Palmer, LLC Did you know Americans change jobs an average of 12 times in their lifetime? If you have changed jobs and left behind 401(k) accounts with prior employers, you know firsthand that managing retirement accounts spread among different...