Alternative Investments

Alternative Investments

In a recent article, The Wall Street Journal reported that investors have rarely been this flush with cash. The economic uncertainty due to the pandemic and the volatility of the stock market has caused assets in money-market funds to increase to approximately $4.6 trillion, the highest level on record, according to Refinitiv Lipper.

Lower Your Cost of Housing

Lower Your Cost of Housing

There is an adage, "Rent or buy; you pay for the house you occupy." You either pay for it yourself or for your landlord. The people who have job security, sufficient income, good credit, and the funds for the down payment and closing costs can enjoy the many financial and emotional benefits of homeownership.

Annual Advisory

Annual Advisory

Homeownership is a privilege and a responsibility. Even after decades of owning a home, you may still need help to handle some of its challenges by focusing on the three "M"s of homeownership: maintenance, minimizing expenses, and managing debt and risk.