Author Article Archive

Patrick Lizza, CRPC™, CRPS™, CEPA® UBS Financial Services Inc.
Wealth – Now and in the Future: What Can Be Gleaned from Investment Priorities of the Most Wealthy?

Wealth – Now and in the Future: What Can Be Gleaned from Investment Priorities of the Most Wealthy?

As of 2024, there were a record 813 billionaires worth a combined $5.7 trillion in the US, according to Forbes(1), up from the 756 billionaires quoted by World Population Review(2) in 2023. As of the end of 2023, California has 186 billionaires – the most billionaires...

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Looking to Sell Your Business? Key Steps for Inland Empire Businesses to Take

Looking to Sell Your Business? Key Steps for Inland Empire Businesses to Take

The Coachella Valley is currently home to 463,000 permanent residents. According to the Coachella Valley Association of Governments (CVAG) and the Southern California Association of Governments (SCAG), the population of the Coachella Valley is expected to grow to...

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