How to Build a Post-COVID Portfolio

The Coronavirus has changed our lives - what we do, where we go, and how we interact. In fact, there’s increasing evidence that COVID could fundamentally change how we invest our money in the future. ... Read More

Real Estate: Coronavirus Impact

When people think about real estate, buying and selling homes generally comes to mind. However, in the investment world, real estate is generally dominated by office buildings, industrial warehouses,... Read More

Who Pays Debts After Death?

If you have a mortgage on your house, what happens when you die?  What about a car lease or credit card debt?  Are your heirs required to pay off what you owe? What is the financial legacy that you...... Read More

Want A Guaranteed Negative Return?

Here we go again! On Wednesday, August 14th, we watched the Dow Jones Industrial Average (DJIA) drop over 800 points.  The previous Monday the Dow ended down over 700 points. But what you may have ...... Read More

Time to Refinance Your Mortgage?

Amazingly, mortgage rates are once again at historical low levels. Last year the average rate on a 30-year mortgage was 4.54 percent. Now rates have dropped below 4 percent. A few mortgage provider...... Read More

529 Savings Plans: Use For K-12

529 Savings Plans were created in 1996 to encourage saving for higher education. They've been considered wildly successful, amassing more than $319 billion in assets as of year-end 2017, according...... Read More