Our latest POSTS

July 17, 2025

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 […]

July 16, 2025

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 […]

July 10, 2025

Set It and Rebalance: Why Timing Isn’t Everything

A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question, especially after the rollercoaster markets of the past year. Between […]

July 9, 2025

Why Hasn’t the Fed Lowered Interest Rates Yet?

“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]

July 3, 2025

Planning Before a Potential IPO

“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]

What’s Next?

Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.