The Hidden Opportunities in Real Estate Investment You’re Missing Out On

In today’s dynamic financial landscape, many potential investors overlook one of the most accessible and rewarding investment vehicles available: real estate. ​​While the common perception might be that real estate investing requires becoming a hands-on landlord or diving into complex construction projects, private real estate funds and syndications offer a sophisticated alternative that many investors […]

Investing Trends for 2025 | Why Real Estate is Still the Right Choice

As we move into 2025, there is optimism for the economy and the real estate market. In 2025, real estate will continue to be the right choice for investing, underpinned by several key economic trends and developments. ​While the housing market faced turbulence in recent years because of high mortgage rates and inflation, predictions for […]

Don’t Rely On Your Home For Retirement

The National Institute on Retirement Security recently released a study highlighting how little prepared for retirement the middle class is and why the lack of ownership of financial assets is correlated to this. The ownership of financial assets essential for retirement by the middle class is abysmal:     Part of the problem for the […]

Why RE Is The Preferred Investment Of Busy Professionals

For busy entrepreneurs and professionals with time constraints due to demands on their time at work or in their businesses, investments that generate passive income are essential for building wealth. And that is why cash-flowing real estate, specifically commercial real estate (CRE), is consistently at the top of the list of preferred investments of wealthy […]

Ideal Timing for Private Real Estate Alternatives

In the ever-evolving investing landscape, the conditions may never be more ideal for investing in private alternatives like commercial real estate. The confluence of the election cycle and declining interest rates presents a particularly promising environment for investing in private alternative assets such as commercial real estate (CRE). For savvy investors, this combination can offer […]

Pivot to Protect Your Portfolio

Whispers of a recession are becoming louder as cracks begin to appear in the labor market. Jon Wolfenbarger, a 32-year market veteran, has been warning of a downturn for some time now and recently commented that employment indicators showing the labor market is falling apart point to a recession, which could sink stocks by as […]

Time To Plan For Wealth And Not Retirement

Are you ready for retirement? Well, for many upcoming retirees, the answer is probably no. As retirement looms for the millions of baby boomers entering retirement in the next few years who will be relying on their 401(k)’s, the stark reality is that most 401(k)’s will fall short of providing retirees with sufficient funds to […]

Time to Question Who’s Controlling Your Money

In the realm of financial advice, the tale of Paul and Sue Rosenau is a cautionary tale about why you should be careful with who you’re entrusting your investment capital to. Their story is a sobering reminder of the dangers of placing trust in self-interested financial advisors, who may not always act in their clients’ […]

Distance Your Retirement From the Fragility of Stocks

What the events of the past couple of weeks have reiterated is that others may be in control of many aspects of our lives. Your retirement is one of those aspects. The recent financial upheaval caused by a massive IT outage involving cybersecurity software CrowdStrike highlights a critical vulnerability in the stock market, shaking the […]

The High-Net-Worth Challenge

There’s no documented proof that Thomas Jefferson ever said the following statement, but the wisdom of those words is undeniable. “If you want something you’ve never had, you must be willing to do something you’ve never done.” –Thomas Jefferson (unconfirmed) Do you aspire to be wealthy? Have you ever seriously considered the above question? Do […]