During this quarter of the year, one of the most popular questions is: I heard about tax-loss harvesting from my friends/CPA/family. Should I do it? Tax-loss harvesting is a strategy investors use to offset capital gains by intentionally sellin...

When it comes to private investments, guess what topic we get asked the most? Yes, real estate! Today, we will discuss a strategy called the “1031 exchange”. The biggest advantage is the tax deferral function. You can keep rolling from one real...

This is our “How to pick a financial advisor” mini-series.  First, did you know that only roughly 15% of financial advisors are “fiduciaries”, meaning we are legally and ethically bound to act in the best interests of our clients.  Th...

Today, we’re breaking down the order to invest your money.  We hear this question from our clients all the time: my friends are investing in this private deal, should I do something like that as well?  Well, hold the horses a bit, bec...

Investing can often feel like walking a tightrope. Balancing risk mitigation and return maximization is essential for any successful investment.  Should you take a high risk in the hope of a high return?  Or should you aim for safety ...