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Will O’Rourke

Will O’Rourke
In Media Features

Estate Planning Checklist

An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s needs differ, ensuring your property and family are cared for is essential. It also has tax benefits. Will O’Rourke, Esq., wealth and estate planning advisor at Prime Capital Investment Advisors, suggests that most people get an attorney. He says,…
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Will O’Rourke
In Media Features

Deepest Sympathies. You’re Now the Executor of a Will.

Large estates can be complex and may benefit from having a professional co-executor to help you navigate. Even small estates have plenty of paperwork to complete. Settling an estate is more work than you think. Expect plenty of paperwork. Executors have a fiduciary duty to carry out the terms in the will, including notifying heirs, paying any liabilities and distributing…
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Will O’Rourke
In Financial Planning, Tax Planning

How ‘Succession’ Becomes Reality

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point…
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Will O’Rourke
In Wealth Management

7 Thoughts About Present Market Conditions: An Interview with Jeremy Siegel

I had the chance to speak with Jeremy Siegel, a world-renowned economist and expert of financial markets. Here are 7 thoughts he gave about present market conditions for investing: While attending a series of meetings with representatives from Goldman Sachs, Citibank, and other top investment banks across the country, I spoke with Jeremy Siegel about his thoughts on present market…
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Will O’Rourke
In Financial Planning, Tax Planning

What is Direct Indexing?

Direct indexing is a common investing strategy that allows investors to build a custom portfolio. Direct indexing is a strategy used by investors to build a customized portfolio of individual stocks. This investment approach has gained popularity in recent years due to advancements in technology that have made it easier and more cost-effective to implement. In this article, we will…
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Will O’Rourke
In Financial Planning

What to do in Volatile Markets

Periods of extreme market volatility can leave investors wondering how to respond. Here is what you need to know! In 2022, the S&P 500 index, which contains some of the most recognizable companies on Wall Street, suffered its worst half year in more than half a century . The economic effects of COVID-19 lockdowns, Russia's conflict in Ukraine and Federal…
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Will O’Rourke
In Media Features

Will O’Rourke Featured in Business Insider

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point…
Read More