Blog

2020 was a tumultuous year on all fronts, and most investors and homeowners are hoping for more stability and calm in 2021. Looking forward to the rest of the year, there’s some speculation about the future of the real estate market and the role that residential mortgages will play in…

Done correctly, retirement planning is a process that spans most of your working life. The right savings, the right investments, the right home purchase–all are steps along the way to ensuring that your retirement becomes all you hoped it could be. For those of us moving closer to that life…

Bitcoin’s been in the news for years, and with good reason. Over the course of its existence thus far, Bitcoin–alongside other cryptocurrencies–has forced us all to re-examine our investing strategies, our approach to money and markets, and even our fundamental understanding of what a currency is. Despite all the media…

A home loan is the biggest financial liability most Americans ever assume, and paying off a mortgage is a long-term goal for many of us. The question then arises as to whether or not you should pay off your mortgage early. This is a fairly complex question, both due to…

There are many popular myths and misconceptions around capital gains taxes. Most of these are centered on when the taxes in question apply and how they affect a given investment or asset, and as a result, a misunderstanding of capital gains taxes can be quite costly indeed. While capital gains…

We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…

Estate planning is often a daunting task, as you are choosing the ways in which your estate and your legacy will evolve after your passing. A vital step in estate planning is choosing the right trustee to oversee your posthumous affairs and execute your wishes as described in the various…

Let’s open this one with a caveat: the situation which we’re discussing here is evolving rapidly and the ultimate resolution remains unseen. Investors and markets have been repeatedly astounded over the last few weeks by an unprecedented series of events around video game retailer Gamestop. Largely regarded as a dying…

Homeownership is a cornerstone of the American dream and plays a strong role in our culture’s understanding of success, stability, and family. The question of “how much home can I afford” is one of the most important that many of us face as we make what is likely the biggest…

Happy New Year to our clients and readers. It took a few weeks before gaining enough inspiration to write our first Market Perspectives of 2021.  The noise of politics, social unrest, pandemics, and the threat of losing free speech can leave you at a loss for words. Frankly, America has…

It’s naturally to look ahead for new opportunities, new investments, and new ventures. Despite a rocky 2020, the potential for future growth seems boundless for the savvy investor or financier. No matter your goals, now’s the time to plan the bold moves that will get you there. That having been…

Any transition is a time of uncertainty, but moving into the New Year and the shift from Trump to Biden raises additional concerns for many investors. In particular, the nature of Joe Biden’s tax plan and the role it will play in the lives of those planning for their financial…