<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Mike Olivia and The Olivia Team - Financial Advisors]]></title><description><![CDATA[We provide Comprehensive Wealth Planning and Business Exit Strategies]]></description><link>https://www.theoliviateam.com/blog</link><generator>RSS for Node</generator><lastBuildDate>Sun, 07 Jun 2026 11:16:54 GMT</lastBuildDate><atom:link href="https://www.theoliviateam.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Letter to Investors – Trust People to be Themselves]]></title><description><![CDATA[until I was reminded of the broken promises our leaders have made, that I turned to the words of a poet, “trust everybody to be themselves”.]]></description><link>https://www.theoliviateam.com/post/letter-to-investors-trust-people-to-be-themselves</link><guid isPermaLink="false">66f3457df6598bc0f05ce3ab</guid><pubDate>Fri, 06 Sep 2024 07:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a497f8_3d8558007c8042d097c5174348e6a364~mv2.png/v1/fit/w_813,h_558,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>William Combs</dc:creator></item><item><title><![CDATA[Letter to Investors: Keeping Focus]]></title><description><![CDATA[Dear colleagues, clients and friends, I hope that the last year was wonderful and productive, spent building on the things that are...]]></description><link>https://www.theoliviateam.com/post/letter-to-investors-keeping-focus</link><guid isPermaLink="false">65dcb440a6bde34dc2cb5b84</guid><pubDate>Tue, 27 Feb 2024 18:31:52 GMT</pubDate><enclosure url="http://www.youtube.com/watch?v=6LfUyML5QVY" length="0" type="video"/><dc:creator>William Combs</dc:creator></item><item><title><![CDATA[Michael Olivia Named Forbes Top 100 Financial Securiy Professionals List]]></title><description><![CDATA[We are pleased to announce that Michael Olivia, a member of our team at WestPac, has achieved an impressive ranking in the renowned Forbes B]]></description><link>https://www.theoliviateam.com/post/michael-olivia-named-forbes-top-100-advisors-list</link><guid isPermaLink="false">64f73901d902b68585400f56</guid><category><![CDATA[Featured Articles]]></category><pubDate>Tue, 27 Feb 2024 17:08:26 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0bf6c9_8ce3e1ece7d542ee93513a0a00d288cf~mv2.jpg/v1/fit/w_545,h_584,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Mike Olivia</dc:creator></item><item><title><![CDATA[Letter to Investors: The Wait of the World]]></title><description><![CDATA[As the months in 2022 continue to pass by, we wonder if the Fed, inflation, or the economy will give in first.]]></description><link>https://www.theoliviateam.com/post/the-wait-of-the-world</link><guid isPermaLink="false">639791e69a29f24321c18c7e</guid><category><![CDATA[Articles]]></category><pubDate>Mon, 12 Dec 2022 20:48:15 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0bf6c9_d809a76918e04f089088523d64857a99~mv2.png/v1/fit/w_752,h_452,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>William Combs</dc:creator></item><item><title><![CDATA[Letter to Investors: The Allegory of the Cave and Shadows on the Wall]]></title><description><![CDATA[The shadows on the wall may not be an accurate representation of the reality of global monetary and fiscal policy. Dear colleagues,...]]></description><link>https://www.theoliviateam.com/post/letter-to-investors-the-allegory-of-the-cave-and-shadows-on-the-wall</link><guid isPermaLink="false">62d56cc75d1c05e5807e2c89</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Investment Planning]]></category><pubDate>Mon, 18 Jul 2022 14:30:46 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/11062b_bf835e6f37a84fe0a5923dcb328876fd~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>William Combs</dc:creator></item><item><title><![CDATA[Letter to Investors: The Double-Edged Sword of Interest Rates]]></title><description><![CDATA[The Federal Reserve and Federal government have told us we have a strong economy – the Fed’s commitment to raise interest rates and to...]]></description><link>https://www.theoliviateam.com/post/letter-to-investors-the-double-edged-sword-of-interest-rates</link><guid isPermaLink="false">62598b5ef7dcab8466205440</guid><category><![CDATA[Articles]]></category><category><![CDATA[Featured Articles]]></category><category><![CDATA[Investment Planning]]></category><pubDate>Fri, 15 Apr 2022 15:50:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0bf6c9_bdf9947579bc487397f450988aa1bca8~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>William Combs</dc:creator></item><item><title><![CDATA[Letter to Investors: Inflation is a Monetary Phenomena]]></title><description><![CDATA[Dear Colleagues, Clients and Friends, What a year it has been. There is a lot to talk about, consider, and take action on as the gears of...]]></description><link>https://www.theoliviateam.com/post/letter-to-investors-inflation-is-a-monetary-phenomena</link><guid isPermaLink="false">6205acc5803bb5619e06f799</guid><category><![CDATA[Featured Articles]]></category><category><![CDATA[Articles]]></category><category><![CDATA[Investment Planning]]></category><pubDate>Fri, 11 Feb 2022 00:40:02 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/11062b_4ff55f07fcfc4b5db50d2701f07da3b3~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>William Combs</dc:creator></item><item><title><![CDATA[Intergenerational Split Dollar Plans]]></title><description><![CDATA[If you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...]]></description><link>https://www.theoliviateam.com/post/intergenerational-split-dollar-plans</link><guid isPermaLink="false">6204098032e93885185b9158</guid><category><![CDATA[Resources]]></category><category><![CDATA[Business Planning]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Wed, 09 Feb 2022 18:45:18 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/11062b_609d2d6e59944290827c500a89487121~mv2_d_5760_3840_s_4_2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[King Dollar's Decline Ripples Across the Globe]]></title><description><![CDATA[(Reuters) - An accelerating decline in the U.S. dollar is reverberating around the world, adding fuel to a global momentum rally that has...]]></description><link>https://www.theoliviateam.com/post/king-dollar-s-decline-ripples-across-the-globe</link><guid isPermaLink="false">6139151715346a00161ef32b</guid><category><![CDATA[Articles]]></category><category><![CDATA[Retirement]]></category><category><![CDATA[Investment Planning]]></category><pubDate>Wed, 08 Sep 2021 19:56:43 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/40e00778f2b94649b7bf2a64906c4e2c.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[Tax Court Nailed Taxpayer’s Insurance Plan: Morrissette Case And What It Means]]></title><description><![CDATA[Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021)...]]></description><link>https://www.theoliviateam.com/post/tax-court-nailed-taxpayer-s-insurance-plan-morrissette-case-and-what-it-means</link><guid isPermaLink="false">613914688c80220016363054</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[Business Planning]]></category><pubDate>Wed, 08 Sep 2021 19:53:02 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/b3a4967ff3214a43b9ca98e1b3b8777b.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[SERP: For Key Executive Retention]]></title><description><![CDATA[A supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are...]]></description><link>https://www.theoliviateam.com/post/serp-for-key-executive-retention</link><guid isPermaLink="false">6139112c6c6d6700163cde46</guid><category><![CDATA[Resources]]></category><category><![CDATA[Business Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Wed, 08 Sep 2021 19:40:10 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/11062b_43a3f02d0fc047d98b072772f69ced0e~mv2_d_3879_2787_s_4_2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[The Great Inflation Debate]]></title><description><![CDATA[The S&#38;P 500 declined 4.0% from May 10 to May 12, the largest three-day selloff in five months. The Nasdaq composite declined 5.2% and the...]]></description><link>https://www.theoliviateam.com/post/the-great-inflation-debate</link><guid isPermaLink="false">61391032ae34dd0018708469</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Retirement]]></category><category><![CDATA[Investment Planning]]></category><pubDate>Wed, 08 Sep 2021 19:36:59 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0f57ebedd9c645d4ae40ca827216ed66.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[Bond Defaults Deliver 99% Losses in New Era of U.S. Bankruptcies]]></title><description><![CDATA[Market prices, derivative auctions imply debt may be worthless
High borrowings, weak protections leading to low recoveries]]></description><link>https://www.theoliviateam.com/post/bond-defaults-deliver-99-losses-in-new-era-of-u-s-bankruptcies</link><guid isPermaLink="false">5fa197307fd7340017630a15</guid><category><![CDATA[Articles]]></category><category><![CDATA[COVID-19]]></category><category><![CDATA[Retirement]]></category><category><![CDATA[Investment Planning]]></category><pubDate>Mon, 26 Oct 2020 07:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/34aef00a568e4c7db32033c39660ed8d.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[Securities Based Line of Credit]]></title><description><![CDATA[Leverage the Value of your brokerage account through securities-based lending.]]></description><link>https://www.theoliviateam.com/post/securities-based-line-of-credit</link><guid isPermaLink="false">5f11eabc95597b001779d418</guid><category><![CDATA[Resources]]></category><category><![CDATA[Investment Planning]]></category><category><![CDATA[Debt Management]]></category><pubDate>Fri, 17 Jul 2020 18:18:23 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/77e9849579aa4e5985019cd20d8d5ea1.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[MillionAcres: Cost Segregation: What Real Estate Investors Need to Know]]></title><description><![CDATA[Savvy real estate investors often focus their efforts on minimizing their tax liability by taking advantage of certain tax strategies within]]></description><link>https://www.theoliviateam.com/post/millionacres-cost-segregation-what-real-estate-investors-need-to-know</link><guid isPermaLink="false">5f11d4ecd566d4001797e43b</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Business Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Fri, 17 Jul 2020 16:45:03 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/a9aecfcd0c474899a57da07176a929c4.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[Exeter: Overview of Cost Segregation Analysis]]></title><description><![CDATA[A cost segregation study is the strategic process where a cost segregation consultant analyzes commercial real estate to determine whether i]]></description><link>https://www.theoliviateam.com/post/exeter-overview-of-cost-segregation-analysis</link><guid isPermaLink="false">5f11d44b41224f0017e712bb</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Business Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Fri, 17 Jul 2020 16:41:55 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/00761ee4ab8f4b6fb948f7593c092e1a.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[PWC: Businesses have been using captives for decades as a risk management tool]]></title><description><![CDATA[A captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti]]></description><link>https://www.theoliviateam.com/post/pwc-businesses-have-been-using-captives-for-decades-as-a-risk-management-tool</link><guid isPermaLink="false">5f11d3c8925f15001713659c</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[Business Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Fri, 17 Jul 2020 16:39:15 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/086c5d22c3f24976b166c7c601fbdafe.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[Oxford: Plan for the Unexpected]]></title><description><![CDATA[From its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t]]></description><link>https://www.theoliviateam.com/post/oxford-plan-for-the-unexpected</link><guid isPermaLink="false">5f11d1da41224f0017e70f10</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[Business Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Fri, 17 Jul 2020 16:37:04 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/65e62089ce0748ebbc8092d4a21ed63b.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[Oxford: Captives, Taxation / Legal]]></title><description><![CDATA[Case law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec]]></description><link>https://www.theoliviateam.com/post/oxford-captives-taxation-legal</link><guid isPermaLink="false">5f11d13f0c56b500173a6efe</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[Business Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Fri, 17 Jul 2020 16:28:57 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/42661b067ebe4806a785cab2668ede60.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item><item><title><![CDATA[Fidelity: Charitable remainder trusts: Charitable giving while generating income]]></title><description><![CDATA[A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or oth]]></description><link>https://www.theoliviateam.com/post/fidelity-charitable-remainder-trusts-charitable-giving-while-generating-income</link><guid isPermaLink="false">5f1110de58f8e5001707703a</guid><category><![CDATA[Articles]]></category><category><![CDATA[Resources]]></category><category><![CDATA[Retirement]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Charitable Planning]]></category><pubDate>Fri, 17 Jul 2020 02:48:28 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/411585c7674442a0a0219371a9993f31.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Third-Party</dc:creator></item></channel></rss>