-

Equipping Your Heirs for Financial Success with Their Inheritance
About the Author
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth, a registered investment advisory firm dedicated to empowering families with comprehensive financial solutions, I understand the importance of securing your children’s financial future amidst the complexities of wealth management. With four children of my own,…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

Johnson Fistel Welcomes New Attorney Bryan M. Wyman
About the Author
Johnson Fistel is pleased to announce the addition of Attorney Bryan M. Wyman to its San Diego office. Mr. Wyman will focus his practice on complex commercial litigation with an emphasis on shareholder derivative actions. Mr. Wyman graduated of the University of San Diego School of law in May 2022. While in law school, Mr.…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

Strategic Withdrawals in Retirement: Maximizing Wealth and Minimizing Taxes
About the Author
This article is reprinted with permission from Esq. Wealth Management, Inc. Embarking on retirement isn’t just about reaching the finish line; it’s about ensuring your financial well-being for the journey ahead. While the accumulation phase demands disciplined savings and savvy investments, the transition into retirement necessitates a shift in focus towards intelligent withdrawal strategies. At…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

Getting Ready for an Initial Financial Advisor Consultation
About the Author
This article is reprinted with permission from Esq. Wealth Management, Inc. Embarking on the journey of financial success demands meticulous planning and informed decisions. Despite the universal desire for prosperity, many individuals overlook the crucial step of creating a comprehensive financial plan. Engaging with a skilled financial advisor becomes pivotal in crafting a personalized strategy…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

Johnson Fistel Helps Secure $84 Million Partial Settlement for Former Bioverativ, Inc. Investors
About the Author
Goldstein v. Denner, C.A. No. 2020-1061-JTL (Del. Ch.). Johnson Fistel serves as additional counsel in a securities class action involving allegations that former officers and directors of Bioverativ breached their fiduciary duties in the sale of Bioverativ to Sanofi S.A. in 2018. The settling defendants agreed to have $84 million paid to former Bioverativ shareholders…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

Investment Opportunities in a Declining Rate Environment: Four Asset Classes to Consider
About the Author
This article is reprinted with permission from Esq. Wealth Management, Inc. To combat inflation, the Federal Reserve increased interest rates by 5.25 percentage points since March 2022. The recent hints from the Fed about potential rate cuts in 2024 suggest a significant shift in interest rate expectations. As the Fed forecasts a possible reduction of…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

Casino Tycoon Steve Wynn Resolves Sexual Misconduct Allegations in $10 million Regulatory Settlement
About the Author
Steve Wynn, a prominent Las Vegas casino magnate, has reached a $10 million settlement with the Nevada Gaming Commission over employee allegations of sexual misconduct. Under the terms of the settlement, Mr. Wynn—who has denied any wrongdoing—is also prohibited from any direct or indirect involvement in the state’s gambling industry. Mr. Wynn resigned from his…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

The Fed Kept Interest Rates Steady While Signaling a Pivot in Policy Next Year
About the Author
This article is reprinted with permission from Esq. Wealth Management, Inc. As the market expected, the Federal Reserve held interest rates steady at its final two-day meeting of 2023 this week, marking the third consecutive meeting without a raise in rates. This increases the chances that the Fed has finished its tightening cycle, which took…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
-

Esq Wealth’s Top 10 Year-End Financial Planning Strategies
About the Author
This article is reprinted with permission from Esq. Wealth Management, Inc. As we approach the end of the year, Esq Wealth is committed to helping you navigate strategic financial moves that can profoundly impact your financial future. This guide outlines ten strategies covering diverse aspects of financial planning, ensuring a holistic approach to your year-end…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth,…
