Chart of the Month – Sept 2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Chart of the Month – Apr 2022

Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.

Should I Invest in Bitcoin?

Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.

A “Real” Estate – Part One

As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.

Keep Your Eyes on the Horizon and Wings Level

We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero. 

Chart of the Month – Sept 2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Chart of the Month – Apr 2022

Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.

Should I Invest in Bitcoin?

Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.

A “Real” Estate – Part One

As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.

Keep Your Eyes on the Horizon and Wings Level

We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero. 

June 22, 2020 Financial Perspectives

0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs