If you’re new to investing, risk tolerance is something we help clients gauge when we discuss time horizon and goals. Risks mean opportunity but risk tolerance will affect investment strategy. Without understanding the level of risk a client is willing to take,...
Owners of residential and commercial property have one thing in common, they want to avoid paying high fees when selling property. The typical realtor fee, or commission, is between 5% and 6% which is split between the buyer’s agent and the listing agent. If a...
More women are out earning their male partners than ever before and are now altering the investment landscape and closing the gender gap. While men are typically targeted by the investment industry, the number of women investors is growing exponentially. In 2018 only...
AI technology has been in the testing phase at fast food restaurants since 2018 and is now becoming more widely used. While human employees struggle to upsell, AI-powered voice bots are programmed to do so and repeat questions like “Would you like fries with that?”...
The vacation rental industry in the U.S. may be booming but owning vacation property comes with some downsides. First and foremost, it’s expensive. Like a primary residence, owners of rental property will pay a mortgage, insurance, HOA fees, utilities, and property...
