Real Estate Investment Trusts Real estate investment trusts, or REITs, are a type of investment. They can be a helpful addition to your current portfolio. In this article, we will go over what exactly real estate investment trusts are and how they work for investors. The Basics REITs are entities that invest in income-producing [...]
Risk and Retirement Planning Risk and retirement planning go hand in hand. To have a successful retirement plan you need to understand the risk and how to mitigate its effects. In this article, we will go over the different types of risk, how you can manage risk, and how it factors into your investment [...]
Real Estate Investing Real estate investing is a popular investment choice for many people. But it is a very broad investment category. Real estate investing refers to making money from real property or some type of cash flow that is based on real property. Investing in real estate could be to buy a new [...]
Common Financial Mistakes Made When a Spouse Passes The passing of a spouse is a very stressful and emotionally trying time. Due to this, it is a bad idea to make major decisions soon after a spouse’s passing. Unfortunately, many people do not heed this warning. In this article, we will go over [...]
Types of Investments There are so many different types of investments. Trying to understand and navigate them can be overwhelming and confusing. In this article, we will briefly go over different types of investments to help you understand what is available to you. There is a lot of help out there for people who want [...]
Certificates of Deposit Certificates of Deposit, or CDs, are a type of investment. They are popular among investors who are adverse to risk. In this article, we will go over the basics of certificates of deposit to help you decide if utilizing one is right for you. CD Basics A CD is a [...]
Dealing With a Market Correction A market correction is a 10% or greater decline in the price of a security. For most investors, they are scary and hard to deal with. In this article, we will go over 5 tips to help you deal with a market correction. 1. Understand What a Market Correction [...]
Bond Basics A bond is a type of loan that large companies use to generate income. As an investor, you lend a company money by purchasing a bond. In exchange for that money, the company will pay interest to you. It will have a maturity date, which will end the loan and return the [...]
When it comes to funding your trust with your investment accounts it is important to understand the different types of investments. It is also important to know how they are funded in your trust to ensure they avoid probate and the investments are distributed to your beneficiaries according to your trust instructions. First, you [...]
Reasons Your Portfolio Is Not Performing Many investors feel frustrated because their portfolio is not performing at the level they want it to. There are many factors that play into your portfolio’s performance. In this article, we will go over four reasons your portfolio may not be performing. Impatience One of the biggest inhibitors [...]
