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The Value of Unsalable Art

  • August 24, 2012
  • South Coast Investment Advisors

Estate of Ileana Sonnabend, now pending in the U.S. Tax Court, Docket No. 000649-12, presents a fascinating and peculiar valuation issue, with the Internal Revenue Service taking an even more peculiar position in asserting that federal estate tax…

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Indie Advisors in Decline

  • August 24, 2012
  • South Coast Investment Advisors

Even as millions of baby boomers join the ranks of the retired, increasing the demand for financial advice significantly, the nation's pool of financial advisors continues to shrink. Like their clients, many financial advisors are at or near…

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The Outdated 4% Rule

For those who have never heard of the 4% rule, it was invented by Bill Bengen, a financial advisor in Southern California, in 1994.  His theory was simple enough, that if one were to only withdraw a maximum…

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