Understanding Risk Management in Real Estate Investing

September 6, 2023
Row of houses, representing risk management in real estate investing

Real estate has proven to be one of the most sustainable long-term investments you can make. Savvy investors can buy, sell and hold properties of different types: residential, commercial, industrial or raw land. The right moves can net you exceptional… Read Now >>

Tax Planning: Strategies for Today’s Entrepreneurs

August 23, 2023
Businessman and cityscape, representing tax planning tips for entrepreneurs

Tax planning should be a top priority for any entrepreneur. Whether you own a large corporation or a small family business, you will benefit from implementing smart tax strategies. Proper tax planning needs to be done for your business income… Read Now >>

Is a Family Office a Good Wealth Management Strategy?

August 16, 2023
Group of businesspeople, representing a family office for ultra-high-net-worth families.

If you are an ultra-high-net-worth individual (UHNWI), you have many important financial issues to consider. Managing significant wealth can bring unique challenges. Having a trusted wealth management advisor (or team of financial specialists) can help you make better decisions with… Read Now >>

Why You Should Treat Your Investments Like a Business

August 9, 2023
Woman working in home office, representing treating investments like a business.

Nobody ever said being a successful investor was easy. It takes smart planning, strategic diversification and good timing. You need to know which moves to make and when. Some investment strategies are ideal for short-term gains and tax advantages. Others… Read Now >>

How Market Trends Affect Your Multi-Family Investments

August 2, 2023
Row of residential houses, representing multi-family investments for real estate.

Multi-family real estate tends to be a little different than regular single-family properties when it comes to changing market conditions. If you are new to investing in rental income properties—especially multi-family properties—it is important to understand how past, present and… Read Now >>

Building a Diversified Portfolio for Entrepreneurs

July 26, 2023
Business owners with laptop, representing diversified portfolio for entrepreneurs.

For many small business owners, their business is their life. They pour everything they have into making it success—physically, emotionally and financially. This is often what it takes to get a business off the ground and keep it growing. However,… Read Now >>

How to Minimize Taxes Through Real Estate Investments

July 19, 2023
Row of houses, representing real estate investment and tax benefits.

Real estate is widely considered to be one of the safest long-term investments around. There will always be need for residential housing, commercial property and raw land. Many entrepreneurs make real estate investing their full-time business and it can be… Read Now >>

Passive Income Benefits of Multi-Family Real Estate Investments

July 12, 2023
Residential neighborhood, representing passive multi-family investments.

There are many different ways you can invest in real estate. One of the most common strategies is owning rental income properties. You get a steady source of monthly income, while also benefitting from long-term appreciation of the property value.… Read Now >>

The Secrets to Successful Exit Planning for Business Owners

July 7, 2023
Exit sign, metaphor for exit planning for business owners.

As a business owner, it’s important to have an exit plan (or multiple plans depending on certain contingencies that may arise in the future). You want to protect yourself, your financial portfolio and your family when it is time to… Read Now >>

The Real Estate Investment Benefits of a 1031 Exchange

June 30, 2023
Row of money houses, representing 1031 exchanges

An IRC Section 1031 tax-deferred exchange (or simply “1031 exchange” for short) is an important tax strategy to understand if you own investment real estate or real estate for business purposes. It can be utilized for any non-owner-occupied property, including… Read Now >>