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Real Estate In Client Portfolios

Most investors have an investment portfolio that’s exclusively made up of stocks and bonds. Adding holdings that provide other sources of income and capital gains makes good sense. There is one area I’ve used for several years and continue to be excited about – “core” real estate.

Investments
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Why Alternatives?

I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.

Investments Insights
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Why Cyborgs Rule

The best chess players today are not grandmasters or chess-playing computers, they are human players who can most wisely use multiple chess programs ("cyborg" players). This same concept applies to the world of financial advice.

Planning Insights
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Don’t Skip Tax Planning For 2018

As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.

Planning Insights
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Escape Rooms Are Like Financial Planning

Over the last year, the Wilsons have added a new family hobby – escape rooms. These rooms are one of my favorite things that we do as a family. I've realized there are a bunch of parallels between them and what I do as a financial advisor. This is probably the reason I’m so hooked.

Planning