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Insights and Education
Academic Rigor
As advisors, we lean in, educate, and enlighten with an aim to become the family’s most trusted advisors.
Reciprocal Tariffs Announced, Markets React
On April 3rd, President Trump announced unexpectedly large and sweeping reciprocal tariffs, sending shockwaves through financial markets....
Apr 6
Allure and Responsibility of Passion Assets: Art, Cars, and Jewelry
Appeal of Passion Assets
Oct 21, 2024
Q3 2024 Market Review and Q4 Outlook
Q3 2024 Market Review and Q4 Outlook
Oct 15, 2024
Ultra-Affluent Techniques: Private Placement Life Insurance
Unlocking the Power of Private Placement Life Insurance for Ultra-Affluent Families
Oct 13, 2024
The Essential Guide to Qualified and Non-Qualified Stock Options
Wealth advisors discuss solutions Corporate executives often seek compensation strategies that align their interests with shareholders...
Sep 15, 2024
Bulls, Bears, and the Sad Fate of Pigs: An Investing Fable
Staying Invested for the ultra-high net worth family office.
Sep 15, 2024
Essential Estate Planning for Children Reaching the Age of Majority.
By Billy Howard - Avantia Executive Director | Lead Advisor Our son turned 18 late last year and graduated high school this spring. On...
Sep 2, 2024
Economic Outlook for the U.S. in 2024: Analyzing Landing Scenarios
Economic Outlook for the U.S. in 2024
Jul 7, 2024
Party in the Park & Classics on the Green
Avantia supports Avants' Classics on the Green and Party in the Park for the Seattle Art Museum.
Jul 2, 2024
Section 1202: A Path to Substantial Tax Savings for Business Owners
Section 1202 of the IRS code presents a significant opportunity for eligible business owners to save millions of dollars in taxes.
Jul 1, 2024
The Mega Backdoor Roth IRA
Unlocking Retirement Savings: The Mega Backdoor Roth IRA
Jun 17, 2024
Choosing an Art Advisor: A Comprehensive Guide
Choosing an Art Advisor: A Comprehensive Guide
Jun 9, 2024
Navigating Storm Clouds and Investing in Sunny Outlooks
Market recap for May, 2024 and outlook for June.
Jun 9, 2024
The Art of Investing in Fine Art
The Art of Investing in Fine Art
May 28, 2024
How to Qualify for Real Estate Professional Tax Status
Real Estate Professional Rules Explained
May 12, 2024
The SuperCollectors and Their Impact on Art, Culture, and Society
The supercollectors and their impact on culture and society
May 12, 2024
The SuperCollectors and Other Stories.
The super collector and other art world stories about collecting art
May 4, 2024
Amazon's 2024 RSU Policy: A Guide for Eligible Employees
Amazon RSU policy and new RSU choice
Apr 30, 2024
What are the challenges of valuing contemporary art?
The challenges of valuing contemporary art.
Apr 29, 2024
Navigating the Markets: May, 2024
Discover expert insights and recommendations for navigating the markets in May 2024. Learn about the latest trends and opportunities.
Apr 28, 2024
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