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Bill Connor, CFA, CFP®

Bill Connor has 20 years of investment management and financial planning experience with a diversified skill set focused on risk management, investment analysis and retirement income planning. Bill focuses on Socially Responsible Investing (SRI), also known as Impact or ESG investing, and manages our New York office serving the needs of affluent domestic and international families.

5 Commonly Asked Questions About Venture Capital

Venture Capital Explained

Venture Capital (VC) is a type of business financing typically focused on startups and small businesses that have significant growth opportunities early in their lifecycle.  These investments are high-risk but also can provide substantial investment returns.

In this article, we'll explore the role of venture capitalists, the differences between venture capital and private equity (PE), the various stages of venture capital investment, and the success stories that have emerged from this dynamic industry.

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FAQs: What Is a 1031 Exchange and What Are the Benefits?

Frequently Asked Questions About the 1031 Exchange and DSTs

The 1031 exchange offers one of the most strategic planning tools available to real estate investors. A properly executed 1031 exchange can defer taxes, create a sustainable stream of income, and potentially offer estate and liquidity advantages. We can help you strategically maximize the benefits of a 1031 exchange by setting up a Delaware Statutory Trust (DST). With a DST, you can be a part owner of real estate assets by purchasing fractional units and gaining the same benefits as large institutional real estate investors -- without the management hassles.

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