When does a Bear look like a Bull? (Pt. 2)
When will a Bear-Market Rally form a New Bull? The market will turn around, they always do, some would argue that they are built to expand. Below are some of the elements we look for to determine if a market
When does a Bear look like a Bull? (Pt. 1)
Four things to avoid and four things to embrace when the Bear turns into a Bull. A Bear Rally is a short, swift, updraft in stocks that can end as quickly as it began. Here are the four signals
Using an Improvement Exchange
Imagine being able to sell your appreciated property with all of its gains intact, reinvesting in a new property, and having a budget for improvements, all while enjoying the capital growth of that new property immediately. Guess what? There is
4 reasons to work with professional fiduciary
As an investor, it’s important to work with someone who has your best interests in mind. That’s where an Accredited Investment Fiduciary® (AIF®) comes in. An AIF® is a financial professional who has undergone specialized training in fiduciary responsibility and
The Benefits of an Automatic Savings Plan
What Is an Automatic Savings Plan (ASP)? This is a cornerstone idea for those that have a deliberate and controllable trajectory in retirement. It’s as simple as, if I want to do “x” in retirement, I need to save “y”
Adding a Real Estate Investment
Why Real Estate: Time travel – several of the projects and existing real estate ideas we have access to formed early last year. As a result, they have locked in lending rates in the mid to low 3%s. Well below
Hidden Hazards of Mezzanine Debt: What You Need to Know
Mezzanine debt refers to a type of financing that lies between traditional senior debt (such as bank loans) and equity in the capital structure of a company. It represents a form of subordinated debt that combines features of both debt
Divorcing Women and their Unheard Financial Goals
Financial problems are one of the most cited causes of divorce and crafting a Divorce Financial Plan can be your best opportunity for a new start. The compounding stresses of money management and home economics can act as an accelerant for