A Puzzle or a Bubble?

Two views on why the market keeps rising — and what history might say about it. A client recently asked me a question I think many are wondering: “I am trying to understand why the stock market hasn’t tanked due to the chaotic uncertainty that the current...

Investing in real estate

Real estate has been a solid long-term investment for many. There are different ways to capitalize on the real estate market for an investor. One way is through direct investment in property. A second option is to invest in a real estate investment trust (REIT). Both...

What is a 529 plan?

Education is a key factor in predicting whether a person will be financially successful in life. This is why many parents strongly encourage their children to do well in school when they are young so they can be ready for college. Many millennials are now at the age...

Tips For Balancing Your Portfolio

There are countless choices when it comes to managing your investment portfolio. This is why many people find it challenging to determine what is the one best way to balance a portfolio that will maximize profit while minimizing risk. Unfortunately, there is not a...