elser financial planning
The $1.1 billion purchase of Merchant Bancorp by Elser Financial Planning ends the era of steady-state financial planning for high-net-worth investors. The deal arrived during a market dip, and its ripple effects are already prompting wealth managers to rethink asset allocation, risk models, and tax-efficiency tactics. Financial Disclaimer: This
elser financial planning
A share swap lets investors exchange existing holdings for new equity, while a traditional buy simply adds cash-based positions; in 2024 Elser Financial Planning executed a $1.1 billion swap that illustrates how the two approaches differ in risk, liquidity, and portfolio impact. Financial Disclaimer: This article is for educational
elser financial planning
Elser Financial Planning’s $1.1 billion acquisition of Merchants Bancorp signals a potential dividend uplift, offering investors a clearer path to higher yield and portfolio resilience. The deal adds a 4% projected dividend to Elser’s client portfolios, boosting expected annual income by $44 million. Financial Disclaimer: This article