Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
You own and manage a portfolio of rentals or perhaps a few office...
Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
Diversification
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...
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...
How Direct Indexing Seeks to Reduce Portfolio Taxes
How Direct Indexing Seeks to Reduce Portfolio Taxes
Building an investment strategy involves balancing a variety of goals....
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
Retirement is a big transition both in life and in finances. It’s also...
Why Invest When I’m Getting Over 4% on Cash?
Why Invest When I’m Getting Over 4% on Cash?
Interest rates have increased dramatically since the start of 2022, in...
Recession-proof Your Retirement in 5 Steps
Recession-proof Your Retirement in 5 Steps
If seeing “recession” in the headlines makes you worry that your...
How Your Portfolio is Like a House
How Your Portfolio is Like a House
When the stock market drops or crashes, have you ever had this...
The Four Quadrants of Retirement Income
The Four Quadrants of Retirement Income
If you are approaching retirement, do you worry about making costly...
How to Put Cash to Work in Any Market
How to Put Cash to Work in Any Market
If you've accumulated a large amount of cash and your bank interest rate is .01% but you're fearful of stock market, what should you do? Your money could be working harder for you, but the market looks scary. So…now what? Here's how to put cash to work in any market!
Recession-Proof Your Retirement – A Video Walkthrough
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your...
Silicon Valley Bank’s collapse explained
Silicon Valley Bank’s collapse explained
With the recent events at Silicon Valley Bank, we’re reaching out to...
My Portfolio & the S&P 500
My Portfolio & the S&P 500
How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
A Guide to Buying Your First Rental Property
A Guide to Buying Your First Rental Property
I’m thinking about buying a rental property but what should I...