Viewpoints

Information and education are an essential part of the client experience, and we
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MCM Webinars: The Direct Real Estate Opportunity

Head of MCM Real Estate Corbin Rich, Managing Director Adam Cohen, and host Christine Kaming Tomas who discuss The Direct Real Estate Opportunity. They highlight (unexpected) buying opportunities along with risks in multifamily, industrial, and the office markets.

11.08.2023
High Interest Rates—Not the Demise of Effective Estate Planning Strategies

High Interest Rates—Not the Demise of Effective Estate Planning Strategies

Regularly reviewing existing estate plans is a good financial practice, and the looming change to the lifetime estate/gift tax exemptions at the end of 2025 makes now an opportune time to review your plans. Two powerful tools in estate planning are time and interest rates. With time, the more you have remaining, the greater the number of estate planning options available to you. With interest rates, the lower the prevailing rates, the more likely investments can achieve excess returns, thus the more attractive many strategies become. The ultra-low interest rates of the past decade were a boon for many estate planning strategies, but the increase in interest rates does not mean the end of effective estate planning opportunities. Indeed, there are a handful of strategies that become even more attractive in a higher interest rate environment. Rising interest rates influence the effectiveness of various estate planning tools. Leveraging these tools...

MCM Webinars: The Direct Real Estate Opportunity

MCM Webinars: The Direct Real Estate Opportunity

Head of MCM Real Estate Corbin Rich, Managing Director Adam Cohen, and host Christine Kaming Tomas who discuss The Direct Real Estate Opportunity. They highlight (unexpected) buying opportunities along with risks in multifamily, industrial, and the office markets.

MCM Webinars: The Venture Capital Opportunity

MCM Webinars: The Venture Capital Opportunity

MCM Managing Director Christine Kaming Tomas facilitates a conversation with Managing Director of Investment Research Bart Earley, CFA and Senior Investment Analyst Lorry Delille, CFA about current opportunities in Venture Capital Investing.