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May 5, 2020

While many states in the U.S. are beginning to relax social distancing practices, the future is still uncertain with some still wondering if there will continue to be drastic market fluctuations. This has sparked many to wonder whether they should stay in the markets at all in the face of potentially more downturns? Why...


Apr 28, 2020

Real estate is a topic that a lot of people have interest in - often from being home owners themselves. There is wide exposure to the idea of investing through real estate in tv shows, books, webinars and more. One question we've been frequently asked by our clients is if this current time is providing a unique...


Apr 21, 2020

After another week of wild financial markets, we saw another historic first yesterday where the price of oil actually went negative. Does this mean you should run out to your local gas station and have them pay you to store gas? Well, no - but it does drive home an important point:

You can't predict the future.

At the...


Apr 14, 2020

In a time where it can feel like a lot of things are out of our control, there are still some things you can do that add tremendous value to your portfolio. Last week, we discussed one of the methods - tax-loss harvesting - and we'll continue this week by looking at asset location.

At its core, asset location is...


Apr 13, 2020

On this week’s episode, we’re honored to be joined by Todd Seigler, father of Anthony Seigler – first round draft pick with the New York Yankees. We get to hear from Todd on what the draft process was like from the perspective of family members and in working through these areas together as a family.

As a parent...