To Be, Or Not Airbnb. Should I invest in an Airbnb property? A recent trend over the past few years is to buy residential properties and rent them out as a vacation or short-term rental through websites such as Airbnb or VRBO. Investment properties aren’t new, but this technology promises to put Read more…
Taking the Emotion Out of Investing: A Path to Rational Decisions
Proper investing is as much (if not more) about controlling your emotions as it is about understanding everything about the markets and current trends. Facilitating solid, logical decisions should be at the center of every investment strategy. Read more…
Top Questions to Ask About Your Restricted Stock Units Grant
You’ve just been granted restricted stock units (RSUs). Congratulations! You’re likely here because you’re curious to know what questions you should ask your employer or your financial advisor about this unique income stream to avoid unexpected surprises in the form of an outsized tax bill or Read more…
The Social Security Questions We Hear the Most
Social Security is like math class: it can be intimidating and complicated, but it’s ultimately extremely beneficial when leveraged properly. Read more…
Fiduciary Standard of Care vs. Suitability: What's the Difference?
When you work with an investment professional such as a wealth manager or financial advisor, it’s reasonable to expect any moves being made in your accounts or strategies being suggested for your financial plan will be in your best interest, right? Read more…
The Tax Benefits of a Partial Roth Conversion
It always hits our clients at some point after age 50. Retirement is no longer a mirage off in the distance—it’s a real event that’s coming into sharper focus. Read more…
