This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Slowing job growth and consumer spending patterns suggest the economy is weakening. However, there are reasons for optimism. From the passage of the tax bill to declining interest rates, there is less uncertainty on many fronts compared to earlier this year. Read today's blog post that discusses five forces that could pave the way for continued economic expansion.

No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.

This blog will talk about the financial implications and the emotional considerations of receiving an inheritance windfall.

With everything happening in the world right now, it’s understandable to feel unsettled. The combination of uncertainty—economic, political, and global—can create a real sense of anxiety, stress, and even frustration. You may be wondering what all of this means for your family, your future, and the financial foundation you’ve worked so hard to build. It’s natural to have questions and even fear. You’re not alone in feeling this way. We want to assure you that we are here for you.

No one's unbiased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.