by Ashlee Desteiger | Sep 23, 2025 | Technical Topics
Understanding Key Real Estate Investment Terms Real estate investments can be an excellent way to build wealth, but the language of real estate investing often feels like alphabet soup—cap rate, IRR, equity multiples, cash yield. For new and even experienced...
by Ashlee Desteiger | Aug 25, 2025 | Technical Topics
Health care costs continue to rise with no signs of slowing down. This makes health care one of the most significant expenses you’ll face in retirement. A person retiring at age 65 today may spend approximately $165,000 on healthcare during retirement. For...
by Ashlee Desteiger | Jul 25, 2025 | Technical Topics
One Big Beautiful Bill Act: What You Need to Know On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a comprehensive tax and spending package that reshapes numerous areas of U.S. fiscal policy. Here, we break down key items that...
by Ashlee Desteiger | Mar 21, 2025 | Technical Topics
Three Strategies to Reduce Concentrated Stock When managing your investments, having too much of one thing can be risky—especially if that “thing” is a single stock or a handful of highly correlated stocks. You’re not alone if you’ve found yourself heavily invested in...
by Ashlee Desteiger | Feb 24, 2025 | Technical Topics
Understanding Structured Investments: A Modern Diversifier or Unnecessary Component? Structured investments allow investors to tailor an investment strategy to specific market views and financial objectives. By combining a debt security with exposure to underlying...
by Ashlee Desteiger | Jan 27, 2025 | Technical Topics
Market Perspectives After a Nervous Start to 2025 The financial markets experienced turbulence in the opening weeks of 2025, causing many to question whether they are navigating uncertainty sufficenintly. The S&P 500 initially declined 4.3% from its December 6...
