Real Estate Investing and Affordable Housing
Real Estate Investing and Affordable Housing: Expert Jacob Millican Weighs In | Redfin's Guide to Finding Affordable Housing
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The Planning Corner: Roth Conversions, is it the right move for you?
Does a roth conversion make sense for my financial plan? What are the advantages? What could go wrong? Like almost everything in financial planning, it's depends on your situation.
The Planning Corner: When should I take social security?
When should I take social security? It seems like an easy question, but it's one of the most asked questions I get from people. Like almost everything in financial planning, it's very dependent on the person asking the questions.
What the Inflation Act Means For You?
This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.
Private Markets vs. Public Markets: The case for adding Private Investments
Did you know only 15% of large companies are publicly listed? Does your portfolio have any of the other 85% of large companies? Should it?
What are REITs and how do they work?
More than 80 million Americans invest in REITs either directly, through mutual funds or directly through exchange-traded funds. Are they right for you?
What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
Is 50/30/20 The New 60/40?
Is 50/30/20 The New 60/40? Where do alternative investments fit in your portfolio?