Wealth Management Blog Posts

Apr 21, 2025Apr 23, 2025 Amberly Grant

Do This Before You Buy a Car

Cars are a big source of contention in the finance world. It is very easy to make judgments about someone (and their financial situation) based on what they drive, even…

Mar 30, 2025Mar 30, 2025 G. Brian Davis

8 Clever Tax Strategies to Get the Most of Your IRA

Despite their limitations, individual retirement accounts (IRAs) are incredibly powerful. And you can do all kinds of creative tricks with them to build a huge nest egg, tax-free. Try these…

Mar 12, 2025Mar 12, 2025 Whitney Hutten

How the Top 1% Beat Inflation (and How You Can Too)

Inflation is a silent thief that erodes your wealth, reducing what your money can buy over time. For high-income earners and small business owners, it’s more than just a rising…

Feb 21, 2025Feb 21, 2025 Scott Trench

My 2025 Macro Observations: Irrational Exuberance 3.0?

If the last two years in financial markets were a movie, they’d be a mix of The Wolf of Wall Street (euphoria), Final Destination (impending doom), and Groundhog Day (rates…

Dec 27, 2024Dec 27, 2024 G. Brian Davis

How Billionaires Keep Beating the Market—And How You Can Too

You can either resent successful people—or you can learn from them. Which mindset do you think will help you build wealth? Despite the prevailing narrative about vapid heiresses and playboy…

Oct 11, 2024Oct 11, 2024 G. Brian Davis

6 Creative Ways to Cover Your Kids’ College Costs with Real Estate

When you start them early enough, your investments can perform shocking feats of strength. They can even keep pace with the runaway cost of college tuition—which has more than doubled…

Aug 14, 2024Aug 14, 2024 Jeff Vasishta

With Mortgage Rates Falling, When Should Investors Refinance?

Mortgage rates have started to fall ever since the Fed announced that a rate drop could come as soon as September. When is the best time to refinance?

Jun 18, 2024Aug 07, 2024 Todd Parriott

Inflation Hedges: Top 5 Investments for a Rock-Solid Portfolio

Consider these kinds of investments to protect yourself from the next inflationary wave, whenever it comes.

Jun 07, 2024Jun 07, 2024 G. Brian Davis

What Would Happen to Real Estate If a Major War Broke Out? 8 Factors to Consider

It’s not as idle a question as we’d all like to believe. I’m no catastrophizer, but authoritarian regimes have grown bolder over the last few years. Look no further than…

Jun 05, 2024Jun 05, 2024 Jeff Vasishta

Mortgage Porting: The Latest Way for Investors to Beat High Interest Rates?

Mortgage porting allows you to transfer an existing mortgage from one property to another, with the same lender and the same terms, under certain conditions. Is this something investors should…

May 15, 2024May 16, 2024 Jeff Vasishta

Meme Stocks Surged Again This Week—But I’m Not Buying the Hype

Are they headed to the moon, or is this just a temporary blip?

Mar 20, 2024Mar 20, 2024 Jeff Vasishta

Comedian Richard Lewis Ensured His Home Was Protected After His Death—Here’s How You Can Do the Same

Curb Your Enthusiasm comedian and veteran stand-up act Richard Lewis, who recently passed away, didn’t just have a sharp wit; he had some sharp financial moves regarding real estate, too. According…

Mar 15, 2024Mar 15, 2024 G. Brian Davis

It’s Time to Stop Relying on the Fed—You Should Do This Instead

In late 2022 and early 2023, private equity real estate investors sharply pulled back on funding. They caught on—in some cases, too late—that rising interest rates were going to annihilate…