Commercial Real Estate: Slow Moving Train Wreck?
Managing Your Money is a financial video series where our team of advisors discusses relevant economic and investment topics intended to help you better understand the financial world.The topic for this video is commercial real estate and the crisis it is currently...
How Often Should You Update Your Will?
A will is a legal document outlining how a person’s assets and property will be distributed after death. While discussing the final wishes of a loved one (or ourselves) can feel morbid, wills are a crucial tool in any financial life planning and will ensure a...
Betting the House v. 2.0: Buyer Beware
An unsustainable move, the post-coronavirus increase in housing prices is one we believe is likely to reverse itself over the intermediate period ahead. Investors should pay attention to ramifications of this housing forecast, as it has material implications for the...
Betting the House: U.S. Housing Market
In the summer of 2005, alarm bells were ringing around our office regarding the state of the housing market. As a result, we felt obligated to communicate our concerns to clients, and we issued a note to our clients about the risks in the housing market and the...
Do I Need a Trust? Benefits of Trusts for Life Event Financing
Trusts are an increasingly popular estate-planning tool that allows one party (the trustor) to transfer assets to another party (the trustee) for the benefit of a third party (the beneficiary). Trusts can be a way to transfer assets, minimize taxes, and prepare for...
Is There a Credit Crunch Coming?
Managing Your Money is a financial video series where our team of advisors discusses relevant economic and investment topics to help you better understand the financial world.Today’s topic is on the possibility of a credit crunch and what it means for personal...
Flipping the Playbook on Short-Term Treasuries
“For on one side lay Scylla and on the other divine Charybdis terribly sucked down the salt water of the sea. Verily, whenever she belched it forth, like a cauldron on a great fire she would seethe and bubble in utter turmoil, and high overhead the spray would fall on...
Life Insurance: A Risk Mitigation Tool That Should Not be Considered an Investment
Life insurance can be a highly effective risk management tool that should have a place in most Americans’ comprehensive financial plans, but life insurance products should not be viewed as investments for a number of reasons. For most people, a term life insurance...