News and Updates
The Growth and Evolution of Family Office Impact Investing
Full Article Link: Crain Currency – The Growth and Evolution of Family Office Impact Investing “If you wanted ESG three to five years ago, you could go to any bank, […]
When Real Estate Returns Shrink: What Investors Need to Know
With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or a vacation home, the numbers just don’t work the same […]
These Experts Say ChatGPT Can’t Beat the Stock Market — But It Can Still Make You Richer
Full Article Link: Yahoo Finance – ChatGPT Can’t Beat the Market, But It Can Help Investors Quote from Stephan Shipe“Getting a bad dinner recommendation from ChatGPT is annoying. But getting […]
How to Give Unequal Gifts (Without Creating Unequal Feelings)
“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in Tennessee. So the housing markets are really different. How can […]
How To Conquer Your Fear of Investing and Start Growing Your Portfolio
Full Article Link: Investopedia – How To Conquer Your Fear of Investing Quote from Stephan Shipe“One of the best ways to overcome the fear of investing is to use dollar-cost […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.