State Estate Taxes: A Hidden Tax Burden 

State Estate Taxes: A Hidden Tax Burden 

While federal estate taxes often grab headlines, many overlook the significant impact of state estate taxes. These state-level taxes can substantially reduce the value of inherited assets, affecting the beneficiaries and the decedent’s legacy. 

Illinois, where Clearwater Capital Partners is based, is one of 12 states with an estate tax. It is a uniquely difficult tax to avoid and requires careful planning to minimize. 

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The Stage is Being Set for Small Cap Equities

The Stage is Being Set for Small Cap Equities

U.S. small-cap companies (market capitalization between $900 million and $6 billion) have underperformed their U.S. large-cap (market capitalization above $16 billion) counterparts over the last few years, but we believe there are a few key reasons why the stage is being set for small caps to play some catch-up.

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What is Investment Portfolio Management?

What is Investment Portfolio Management?

Investment Portfolio Management is the first service addressed in John Sleeting’s Thought Leadership article titled, “What are Multi-Family Offices Services?” As a fiduciary, our responsibilities include being prudent stewards of client assets in achieving their long-term objectives. Objectives vary from client to client requiring differentiated solutions and services; thus, a client-centric approach toward investment management is required to tailor solutions for each family.

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