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Real Estate No Quick Road to Wealth

Watch this video on YouTube Want a good way to build wealth? Own commercial real estate. Or not. Real estate is one of the largest asset classes in the world. The family home is the largest asset many middle-class Americans own. And real estate makes up a significant...

Catching Dolphins in a Net Meant to Stop Sharks

Watch this video on YouTube Integrity. Trustworthiness. A commitment to clients’ best interests. These are all essential qualities for any advisor you entrust with your financial affairs. One clue to financial planners’ trustworthiness is the...

Federal Budget Proposes Changes to IRA Rules

Watch this video on YouTube Lost in the hoopla over the government shutdown, defunding Obamacare, and raising the debt ceiling are some proposals contained in President Obama’s budget that will have a significant impact on retirees, inheritors, and savers. Most...