Viewpoints

Information and education are an essential part of the client experience, and we
are here to provide resources and insights to help keep you advised.

Estate planning in down market: Using depressed values to pass on greater wealth  

Estate planning in down market: Using depressed values to pass on greater wealth  

"Transferring wealth during periods of depressed asset values, like coiling a spring, allows for the passing of assets with the potential to expand when the market recovers (as markets have historically always done)."

May You Live in Interesting Times 

May You Live in Interesting Times 

"Although the current market correction is unsettling for investors, it also presents opportunities for long-term investors who can stay invested and adjust as the cycle changes."

Commercial Real Estate Investments – Understanding What You Can and Can’t Control

Commercial Real Estate Investments – Understanding What You Can and Can’t Control

"No matter the asset class, returns will be influenced and impacted by a multitude of factors. Some are within an investor’s control, while many are not. Commercial real estate is no different."

Opportunities in Down Markets

Opportunities in Down Markets

"Stocks, bonds, real estate, and hedge funds all have negative year-to-date returns. Even cash is losing purchasing power with inflation running at 7.9%. So, what is an investor to do?"