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John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning.

John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning. PPLI gets a lot of buzz in wealthy-family circles, and it’s easy to see why. It offers…

October 2026 1 mins read

We’re proud to see our own John Pantekidis, General Counsel and Managing Partner, quoted in American Banker this week!

Zoe Sagalow’s piece takes a look at private-placement life insurance (PPLI): when it can work, when it can’t, and why the answer depends so much on the client. John’s take…

October 2026 1 mins read

TwinFocus’ John Pantekidis, CFA, JD shares his views on the costs involved in creating an ETF in Cheryl Winokur Munk’s latest piece on CNBC.com.

Treasury and the IRS have issued new guidance targeting certain Section 351 ETF exchanges, where investors contribute appreciated stock to a newly formed ETF to defer capital gains. The focus…

October 2026 1 mins read

Retirement savings or college tuition? How should parents prioritize?

Retirement savings or college tuition? How should parents prioritize? It’s rarely a one-size-fits-all answer — the right approach depends heavily on each family’s specific circumstances, from health and career stage…

September 2026 1 mins read

In a new Financial Planning piece by Zoe Sagalow, “Advising Clients Stuck in the College Tuition No-Man’s-Land,” John Pantekidis flags a financial aid pitfall that catches even sophisticated families off guard: gifts from grandparents or other relatives to a student’s parents can quietly disqualify that student from financial aid.

In a new Financial Planning piece by Zoe Sagalow, “Advising Clients Stuck in the College Tuition No-Man’s-Land,” John Pantekidis flags a financial aid pitfall that catches even sophisticated families off guard:…

September 2026 1 mins read

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Disclaimer

The content above is for informational purposes only and should not be construed as investment, legal, or tax advice, or as a recommendation of any specific security or strategy. Any views expressed are as of the date of publication and are subject to change. References to third-party publications or media appearances are for informational purposes only and do not constitute an endorsement of TwinFocus or its services. Investing involves risk, including possible loss of principal.

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