Wealth Management

How is the market impacted by a housing bubble?

How is the market impacted by a housing bubble?

Ask any child if they think blowing bubbles is fun, and they will probably answer “yes.” However, every bubble is bound to burst, which is a daunting but important fact to remember about housing bubbles. A housing bubble is a trending increase of housing prices driven...

Four ETF benefits (and some cons too)

Four ETF benefits (and some cons too)

For years, investors have used mutual funds to diversify their portfolio and build their portfolio by one security at a time. Then, in 1993, exchange-traded funds (ETFs) were introduced. Basically, they took the benefits of mutual funds to the next level in some...

At what amount of wealth do you need estate planning?

At what amount of wealth do you need estate planning?

For pretty much anyone who has a spouse or children, you are concerned about their well-being after you pass. You want to make sure they are financially covered and have the rights to your possessions, so what do you do? Many people write a will and have it officially...

How does the SECURE Act impact your inherited IRA savings?

How does the SECURE Act impact your inherited IRA savings?

Many people who contributed to an IRA were aware of the concept of stretching their IRA. Under this concept, IRA accounts were passed to a beneficiary after the owner had died. The beneficiaries then “stretched” this IRA by taking only minimum distributions, which...

Which is more important: paying off debt or investing?

Which is more important: paying off debt or investing?

Most people want to save money to have financial security in the future, but achieving this looks different for everyone. Some people have a lot of money to invest. Some people have a lot of debts they need to pay off. Some people have both.  This leads to the...