Podcast & Blog

Understanding Private Money Lending in Real Estate Private money lending, often misunderstood in the real estate world, provides a valuable alternative to traditional bank financing for many property transactions. Unlike conventional loans that focus primarily on the borrower’s credit history and income, private money lending centers on the property’s equity

The current state of the real estate market continues to be a topic of heated debate among industry professionals, investors, and potential homebuyers. While sensationalist headlines suggest dramatic market shifts, a deeper analysis reveals a more nuanced picture that varies significantly across different regions and price points. One of the

Financial planning can be intimidating but understanding when to engage a professional advisor is crucial for long-term success. Many people today are first-generation financial planning clients, unlike previous generations who relied primarily on pensions and Social Security. This shift has created new challenges and opportunities in wealth management. The evolution

The Deregulation Opportunity: A Catalyst for American Economic Renaissance In recent market discussions, the conversation has heavily centered around tariffs and tax policy. However, there’s a significant economic catalyst flying under the radar that deserves more attention: deregulation. This potential policy shift could substantially impact equity markets and create meaningful

The ever-increasing dominance of passive investing is fundamentally changing how markets function – often in ways that most investors don’t perceive. As Mike Green explains in this revealing conversation, the shift toward passive investing is creating significant distortions that undermine the very efficiency that markets are supposed to embody. At

Commercial real estate development, particularly in the retail sector, is experiencing a significant transformation due to shifting market dynamics. As people continue to migrate from California to states like Utah and neighboring regions, there’s substantial residential growth occurring. This demographic shift has created a golden opportunity for retail developers who,

Understanding the Real Money Dynamic in Relationships: It’s Not About the Dollars When couples face conflicts around money, the issue rarely centers on actual dollars and cents. As marriage and family therapist David Jones eloquently describes it, money is just one wave in the ocean of relationship dynamics – visible,

Buffered ETFs have emerged as a powerful alternative to traditional risk management products, particularly fixed index annuities and insurance products. These innovative investment vehicles offer defined outcomes with transparent mechanisms, making them increasingly popular among investors seeking downside protection while maintaining exposure to market upside. At their core, buffered ETFs

 Estate planning is often misunderstood as simply drafting legal documents and filing them away. However, as we discovered in our work with clients this last quarter, effective estate planning is actually an ongoing process that involves much more than just paperwork. It requires organization, regular review, and thoughtful implementation

Portfolio construction has evolved significantly over the years, and the recent market volatility has brought this conversation back to the forefront for investors. As Paisley Nardini, a CFA and CAIA with extensive institutional finance experience, points out in our recent discussion, the traditional 60-40 portfolio allocation isn’t necessarily dead –