Month: November 2023

FEATURE
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)

The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)

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Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth.

Join Robert Curtiss with guest Joe Carey,  alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax deferral strategy for real estate investors. 

Rob and Joe discuss:

  • When should real estate investors consider using a 1031 exchange as a tax deferral strategy
  • Why would clients benefit from utilizing a 1031 exchange
  • What are the costs associated with different types of Delaware Statutory Trusts (DSTs)
  • Ways 1031 exchanges add value to long-term wealth planning
  • And more!

Resources:

Connect with Joe Carey:

Connect with Robert Curtiss:

About Our Guest:

In May 2018, Joe Carey earned his Bachelor of Science Degree in Finance at Siena College, achieving the Academic Excellence Award – Finance, which is awarded annually to the graduating student with the highest program GPA. 

Since graduating, he has committed to continuing his education through enrollment in the CFA Program, obtaining his charter in 2022. Currently, Joe is an Investment Officer at NYSTRS in the Investment Risk division, where he focuses on the ~$150 billion portfolio’s active risk, liquidity position, solvency during stressed markets, and asset allocation mix. 

Additionally, Joe is a leading member in the development of NYSTRS’ climate risk strategy, reporting, and assessment processes.

FEATURE
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

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Advisors, are you currently evolving your business? 

What opportunities and information might your clients miss if you don’t continue growing your practice?

This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why it is valuable to both of them.

Listen in as they touch on the value of aligning and personalizing services to their client’s unique needs while addressing all things market volatility, geopolitical tensions, and alternative investment strategies. 

Rob and Mike explore:

  • Reasons advisors should continually evolve their financial advisory practice depending on their client’s unique needs 
  • Client engagement as an essential financial planning component 
  • The comprehensive role of a financial advisor beyond basic financial advice
  • And more!

Resources:

Connect with Mike Cy:

Connect with Robert Curtiss:

About Our Guest:

Mike “Cy” Cajthaml Jr. has enjoyed a 14-year career in the financial services industry. Mike is a passionate and energetic leader who enjoys developing business refinement and practice management strategies and thrives on helping his clients achieve their goals.

He got his start in the industry at a large insurance marketing organization, where he consulted financial advisors across the country with product and marketing solutions for their businesses. It was during his time with this firm that he was introduced to Pareto Systems and began learning about the Pareto Process.

After six years of coaching and consulting advisers, Mike decided to become a financial advisor himself and built a practice with his father in Overland Park, KS. Together, they managed millions of dollars of assets and utilized various insurance-based products. In an incredibly competitive marketplace, Mike knew the value of creating professional contrast and began implementing many of Pareto’s processes.

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