Investment Planning
The Hidden Costs of Real Estate Investing: What You Need to Know
Real estate has long been viewed as one of the most reliable ways to build wealth. There’s something appealing about owning a tangible asset: one you can see, improve, and potentially generate income from. For many investors, rental properties or vacation homes represent the promise of passive income, long-term appreciation, and financial independence. But the […]
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The Planning Edge: Volatility is part of the process. Perspective is the advantage.
Markets rarely move in a straight line. While headlines often magnify uncertainty, history reminds us that volatility has always been part of the investment landscape, not a deviation from it. Since 1980, markets have experienced average intra-year declines of approximately 15%, even during years that ultimately finished with positive returns. Periods of turbulence are not […]
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What is ESG Themed Investing
Over the past several years headlines have been rife with stories and examples on how the next generation is changing the rules for everything. Why would the investment world be any different? As the Baby Boomer (1946 – 1964) generation ages, we will begin to witness what is being called the Great Wealth Transfer. The […]
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What You Need To Know About Annuities
Are Your Annuities Holding You Back? What you need to know about keeping, surrendering, or exchanging your annuity. Annuities can be a controversial subject. In the financial world, it seems you fall into one of two camps; you either love annuities or you despise them! An annuity is a financial tool just like any other. […]
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Should You Be Worried About the Recent Stock Market Correction?
Year to Date Performance of FAANG vs. the S&P 500 The saying is “the stock market goes up like a staircase and goes down like an elevator”. When the average investor experiences this first hand these “elevator rides” can generate high stress leading to poor judgement and execution. We welcome occasional corrections in the […]
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