20 Minutes on the Market for Q4, 2024
We’re excited to share our Q4 2024 Market Update! In this video, we...
20 Minutes on the Market for Q4, 2024
Josh Whelan
Maximizing Your Estate: A Case Study in Premium Financing
Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to...
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Losing a spouse or family member is one of the most challenging...
Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
You own and manage a portfolio of rentals or perhaps a few office...
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Does the market care about presidential elections? Should you move to...
20 Minutes on the Market for Q3, 2024
20 Minutes on the Market for Q3, 2024
Hello! In this quarter's 20 Minutes on the Market, we take a look into...
Stock Market Volatility – Lessons Learned from 2022-2023
Stock Market Volatility – Lessons Learned from 2022-2023
We’ve had no shortage of volatility in the stock market in the last...
Turn Your Concentrated Stock Into Stable Retirement Income
Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any...
20 Minutes on the Market – Q2, 2024
20 Minutes on the Market – Q2, 2024
Hello! In this quarter's 20 Minutes on the Market, we update three of...
Two Experts Share How to Keep Wealth from Dividing Your Family
Two Experts Share How to Keep Wealth from Dividing Your Family
Why do 70% of families lose their wealth by the second generation? Why...
The Stock Market and Fed Rate Cuts
The Stock Market and Fed Rate Cuts
After historic interest rate increases in 2022-23, how might the stock market respond when the Federal Reserve cuts interest rates?
20 Minutes on the Market, Q1 2024
20 Minutes on the Market, Q1 2024
Happy 2024! In this quarter's 20 Minutes on the Market, we cover three...
The Hidden Risk of the S&P 500
The Hidden Risk of the S&P 500
When an index like the S&P 500 rallies, as it did in 2023, a few...
5 Easy Ways to Reduce Estate Taxes
5 Easy Ways to Reduce Estate Taxes
Moving assets out of your estate to reduce estate taxes doesn't always mean a complex web of trusts and legal documents. Here are simple ideas you can use today!
Get Ready to Retire in 8 Steps
Get Ready to Retire in 8 Steps
You’re ready to retire! Well…you’re ready to be retired. But are you...