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5 Benefits of Investing in a REIT Sooner Rather Than Later

A REIT can do wonders for investors who don’t want to commit to real estate investments. Here are some benefits of investing in REITs sooner rather than later.

Financial Tales

Can You Turn a 1031 Into a Joint Venture?

While 1031 exchanges provide investors with many benefits, can investors turn a 1031 exchange into a joint venture? Let’s take a look and find out.

Financial Tales

5 Common Misconceptions About Registered Investment Advisors

Registered investment advisors can provide many benefits to eager clients. Let’s review the five common misconceptions about registered investment advisors.

Financial Tales

How DST Investments Can Help You Preserve Your Wealth

Building a retirement with passive income can be a challenging endeavor, especially if you’re not sure which avenue to take. Luckily, Delaware Statutory Trusts (DSTs) create a means […]

Financial Tales

Top 10 Questions To Ask Your Registered Investment Advisor

Managing your finances and creating financial goals can be difficult, but seeking a professional’s guidance can help tremendously. Here are ten questions to ask your registered investment advisor. […]

Financial Tales

What Is a Registered Investment Advisor?

Making financial decisions requires expertise and knowledge to avoid making a mistake. What are registered investment advisors, and how do they help? Let’s explore the requirements to become […]

Financial Tales

What To Expect When You Hire a Fiduciary Consultant

Fiduciary consultants are individuals or organizations with the legal duty to act in the client’s best interest. They create a trustworthy bond with a client while avoiding conflicts […]

Financial Tales

Benefits of Hiring a Registered Investment Advisor

Handling finances, investments, and the law can become overwhelming and stressful. So let’s review the different benefits of hiring a registered investment advisor. Helps Reduce Stress Financial and […]

Financial Tales

Stock Market Trump Vs Obama

A When to When Tale (Perception and Reality) I received a phone call in late June of 2019 from Vincent that wanted some advice with respect to the […]

Financial Tales

FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE

Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If […]

Financial Tales

WHY SHOULDN’T I USE A FINANCIAL CHECKLIST?

"So Carlos, what do you think about when you step up to the tee on a par 5?" I recently got this question from a friend and I […]

Financial Tales

A HOMEOSTATIC TALE: "A BRAVE NEW WORLD"

One of the great gifts that humans have is the ability to self-regulate. For example, the body’s ability to maintain a constant temperature stems from its ability to […]

Financial Tales
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