Insights

Over the past couple of weeks, we’ve focused quite a bit on talking to your parents about financial health and […]

April is Financial Literacy Month, and various events and financial literacy-related initiatives are springing up across the country to help […]

Some of you may not know this, but I have a full-time day job as a CFO of a company.  […]

Pioneers of Financial Literacy: Q&A with Andrew and Angie Taggart How to Have the “Money Talk” with Your Parents (PART […]

You do the research.  You analyze the data.  You know the market trends.  As an investor, you want to think […]

Suppose you own an investment property for 30 years.  Over the course of ownership, the property will depreciate.  Depreciation is […]

It’s a common misconception that it takes huge sums of money to create and sustain real wealth, or that only […]

Even for the most financially prepared families, the topic of money can be uncomfortable— especially between adult children and their […]

Many private equity real estate investments are organized as partnerships or limited liability corporations (LLCs) taxed as a partnership. In […]

It’s true that real estate moves in cycles, and we are all looking to the forecasted trends and themes for […]