Executive Summary Real estate can play a valuable role in your retirement portfolio, offering benefits like income potential, inflation protection, and diversification. However, it’s not as simple as owning a property and watching the money roll in. Real estate demands time, effort, and financial commitment. Before adding it to your retirement plan, it’s essential to […]

Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?

The markets may have broken their down streak last week, but the victory was far from decisive. The elite forces of the market, represented by the SPDR S&P 500 ETF (SPY), lagged behind their comrades, finishing up a modest 0.21%. Meanwhile, the generals, embodied by the Invesco QQQ Trust (QQQ), marched ahead with a gain […]

Executive Summary Finding the right financial advisor is like choosing a trusted copilot—they back you up, keep you steady in turbulent conditions, and help you navigate toward your goals with confidence. Discover how to identify the right advisor for your needs, what red flags to watch for, and why the right partnership can help you […]