Recent Articles

This article is reprinted with permission from Esq. Wealth Management, Inc. In the world of wealth management, transparency and fiduciary responsibility are not just buzzwords but the cornerstones of trust between clients and their advisors. Clients entrust their hard-earned assets to financial advisors, expecting them to act in their best interest and keep them informed about transaction costs affecting their investments. A recent legal battle involving the Securities and Exchange Commission (the “SEC”) against Commonwealth Equity Services, LLC d/b/a Commonwealth Financial Network (“Commonwealth”), a prominent national brand, vividly illustrates…

This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we understand that your wealth is more than just a number. It’s a reflection of your hard work, your accomplishments, and your aspirations for the future. That’s why we believe in taking a proactive approach to tax planning, ensuring that you keep more of what you’ve earned. Tax planning is an integral part of our wealth management strategy. We recognize that reducing your tax burden can be complex, particularly for high-net-worth and ultra-high-net-worth individuals with intricate…

In a startling case of spousal betrayal and financial misconduct, Tyler Loudon’s life took a dramatic turn when he overheard insider information through his wife’s work conversations. Residing in Texas, the Loudons led a seemingly ordinary life, both engaged in remote work, often within close proximity to each other. Tyler’s wife held a prominent position as a mergers and acquisitions manager at BP, a multinational oil and gas giant with shares traded on various stock exchanges worldwide. Tyler’s wife was tasked by BP to work on the company’s acquisition…