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Friday, July 20, 2018

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.1...

 

Tuesday, July 17, 2018

We’re about to witness the greatest transfer of wealth in history. Over the next 30 years, baby boomers will pass $30 trillion in assets to their Generation X and millennial children. Anyone born between 1980 and 1997 falls into...

 

Monday, July 16, 2018

Last week, trade tensions with China lessened somewhat, while the 2nd quarter corporate earnings season started with mixed results. Against this backdrop, domestic stocks experienced sizable growth. By market's close on Friday, July...

 

Monday, July 9, 2018

Domestic stocks only traded for 4 days last week, due to the Independence Day holiday. In that time, all 3 major domestic indexes posted positive results for the week. The S&P 500 added 1.52%, the Dow gained 0.76%, and the NASDAQ...

 

Monday, July 9, 2018

How Often Should I Reassess Risk? Once you have your Risk Number, we can truly quantify your risk preferences and tailor a portfolio to match. Carrying the right amount of risk will set our clients up for long-term success, but over...

 

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Monday, July 2, 2018

International trade concerns continue to create uncertainty in markets around the world.[1] Despite the markets' slight rises on Friday, June 29, they recorded losses for the week.[2] The S&P 500 fell 1.33%, the Dow gave back 1.26%,...

 

Monday, June 25, 2018

Stocks stumbled across the globe last week as trade tensions continued to escalate. Despite rebounding somewhat on Friday, the S&P 500 experienced its first weekly loss in a month, and the Dow posted its worst week since March.[1] The...

 

Thursday, June 21, 2018

Managing risk can help our clients ensure they make the best decisions possible. We want to have personal conversations, and understand your priorities so that we can craft a portfolio that will help you accomplish your goals. However...

 

Thursday, June 21, 2018

Today, Social Security benefits represent on average a third of retirees’ income. Nearly 90% of Americans 65 and older receive some type of Social Security benefits. About half of married couples and 71% of unmarried people on...

 

Monday, June 18, 2018

Last week stocks showed mixed results as political headlines continued to dominate the news. The Dow lost 0.89% and the S&P 500 was almost flat with a 0.02% gain.[1] The NASDAQ, on the other hand, reached a record high on Thursday and...

 

Monday, June 11, 2018

As last week ended, tension between the U.S. and some of its greatest allies was on the rise. Trade remained a hot-button topic ahead of the G-7 meeting in Canada, but investors seemed largely unfazed by the drama.[1] In fact, all 3...

 

Monday, June 4, 2018

Markets experienced heightened volatility this week, with the S&P 500 rising 0.49% and Dow dropping 0.48%. Meanwhile, the NASDAQ rose 1.62%, as international markets took a small dip, with the MSCI EAFE losing 1.10%.[1,2] The markets'...

 

Tuesday, May 29, 2018

Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President Trump announced that the summit was off, and stocks stumbled in...

 

Monday, May 21, 2018

Major domestic indexes went down last week after all three gained more than 2% the previous week.[1] The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%.[2] International stocks also stumbled; the MSCI EAFE...

 

Monday, May 14, 2018

On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34% - its largest weekly gain since March.[1] Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE...

 

Monday, May 7, 2018

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors' concerns about inflation and interest rates. Nonetheless, stocks had mixed results last week.[1] The S&P 500 dropped 0.24%...

 

Monday, April 30, 2018

We just finished the busiest week of 1st quarter earnings season, and although many companies shared positive results, stock indexes experienced modest declines.[1] The S&P 500 lost 0.01%, the Dow dropped 0.62%, and the NASDAQ gave...

 

Saturday, August 26, 2017

DID YOU KNOW THAT APRIL IS NATIONAL FINANCIAL LITERACY MONTH? What started out as a financial-literacy awareness day more than a decade ago is now a month-long campaign that has been recognized by Congress every year since 2004. The...

 

Thursday, June 22, 2017

We host special reports twice a year to review the previous 6 months and discuss what financial analysts worldwide are forecasting for the upcoming months. Our next Halftime Report Webinar will be live on Thursday, July 27th at 1:00PM...

 

Monday, May 22, 2017

Do you really want to live without this coverage? If you forgo it, you may pay a high price. Disability insurance is an important insurance coverage that most people lack. Many people think of it as optional – when they think of...

 

Friday, April 7, 2017

“Together for Significance” is the tagline of our company and our motivation for the ways we try to serve our clients and greater community. With that in mind, our seasonal newsletters are intended as a fun, educational,...

 

Wednesday, March 22, 2017

No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some...

 

Wednesday, March 8, 2017

THIS RETIREMENT PLAN ALLOWS TEACHERS & EMPLOYEES OF NON-PROFITS TO INVEST FOR THEIR FUTURES. Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and invest for retirement in...

 

Tuesday, February 14, 2017

The dawn of 2017 brings opportunities to create new resolutions or plans for the next 12 months — and also marks the beginning of tax season. While tax day on April 18th can seem far off, this year’s deadline will be here...

 

Tuesday, January 24, 2017

“Together for Significance” is the tagline of our company and our motivation for the ways we try to serve our clients and greater community. With that in mind, our seasonal newsletters are intended as a fun, educational,...

 

Thursday, January 12, 2017

A PLAN FOR SUSTAINING THE BUSINESS YOU HAVE BUILT AFTER YOUR DEATH. Business owners are builders. They spend their lives building firms to provide goods and services to their clients, and those firms provide them with a living. But...

 

Tuesday, December 27, 2016

As the end of 2016 approaches, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year...

 

Wednesday, November 23, 2016

HERE ARE SOME THINGS YOU MIGHT WANT TO DO BEFORE SAYING GOODBYE TO 2016 What has changed for you in 2016? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your...

 

Thursday, November 10, 2016

Some things you have no influence over. You may have some power to affect other factors. Are you worried about retiring? Many baby boomers are, and they have reason to be, given low interest rates, subpar returns on equities,...

 

Wednesday, August 24, 2016

We publish monthly updates on the IRA Enhancer® strategy. Lately we've focused on each of the tactical managers that can be employed within this model. This month, we're providing an interesting piece written by Athena titled...

 

Thursday, August 18, 2016

WHAT DOES HISTORY TELL US – AND SHOULD WE VALUE IT? As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street. That said, stock...

 

Tuesday, August 16, 2016

PLAN TO CREATE A POOL OF HEALTHCARE DOLLARS THAT YOU CAN USE WHEN THE TIME COMES. How will you pay for long-term care? At the moment, you may not be able to answer that question – but long-term care insurance can provide an...

 

Thursday, August 11, 2016

View Jason Steele, one of our Raleigh financial advisors, present a short economic update recapping July 2016. Should you have any questions about the topics discussed, please give our office a call at 919-783-8500, or schedule an...

 

Wednesday, August 3, 2016

The popularity and accessibility of retirement plans has resulted in Americans holding a significant portion of their assets in 401(k)s or other employer-sponsored retirement plans and IRAs. For many, these accounts represent the...

 

Wednesday, July 27, 2016

Preparing your estate in advance is one of the greatest gifts you can give to your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a...

 

Wednesday, July 13, 2016

We are excited to be kicking off our clothing drive to benefit a local nonprofit, Note in the Pocket. They are in existence to clothe children with dignity and love, and do this by providing donated and purchased clothing to...

 

Monday, July 11, 2016

We host special reports twice a year to review the previous 6 months and discuss what financial analysts worldwide are forecasting for the upcoming months. Our next Halftime Report Webinar will be live on Friday, July 29th at 1:00PM...

 

Tuesday, July 5, 2016

“Together for Significance” is the tagline of our company and our motivation for the ways we try to serve our clients and greater community. With that in mind, our seasonal newsletters are intended as a fun, educational,...

 

Friday, June 17, 2016

We publish monthly updates on the IRA Enhancer® strategy. Lately we've focused on each of the tactical managers that can be employed within this model. This month, we're highlighting the Good Harbor Tactical US Core strategy. Good...

 

Tuesday, June 14, 2016

View Jason Steele, one of our Raleigh financial advisors, present a short economic update recapping June 2016. june 2016 youtube video embed Should you have any questions about the topics discussed, please give our office a call at...

 

Thursday, June 2, 2016

If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you're probably well aware that our relationship with money isn’t completely rational. For...

 

Wednesday, May 25, 2016

SOME SIMPLE STEPS MAY MAKE A MAJOR FINANCIAL DIFFERENCE OVER TIME. If you are younger than 35, saving for retirement may not feel like a priority. After all, retirement may be 30 years away; if your employer does not sponsor a...

 

Wednesday, May 18, 2016

We publish monthly updates on the IRA Enhancer® strategy. Lately we've focused on each of the tactical managers that can be employed within this model. This month, we're providing an interesting piece written by Athena titled "The...

 

Thursday, May 12, 2016

PROS AND CONS: TRUST AS BENEFICIARY OF IRA For many Americans, the assets in their Individual Retirement Account represent a significant portion of the wealth they hope to leave to their loved ones. You may have heard that creating a...

 

Tuesday, May 3, 2016

LIVING LONGER, LIVING BETTER: PART 2 Living longer seems to be the dream of many who have worked toward improvements in medicine, nutrition, and sanitation and continually increase our ability to live longer and healthier lives. Higher...

 

Wednesday, April 20, 2016

LIVING LONGER, LIVING BETTER: PART 1 Longer life spans, fewer young workers, reversal from defined benefit programs, and persistently low interest rates have significant implications for retirement investing. Global demographic shifts,...

 

Wednesday, April 13, 2016

To better inform you, we publish monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the previous month, so you can learn what the different tactical money managers saw...

 

Friday, April 8, 2016

View Jason Steele, one of our Raleigh financial advisors, present a short economic update recapping March 2016.

 

Thursday, April 7, 2016

With more Americans living into fragility, POAs and other advanced directives are becoming more important. The point of a Power of Attorney (POA) is to delegate an individual’s legal authority to another person, in case of...

 

Friday, April 1, 2016

Now that tax season is behind us, you likely have a number of old documents that you would like to have shredded. As a courtesy to our clients and their friends and family, we will have our shredding company services available on...

 

Tuesday, March 29, 2016

IT MAY BE THE BEST RETIREMENT PLANNING TOOL YOU HAVE. Do you have a million dollars? At the moment, probably not. But if you invest and save diligently and let your assets compound, who knows? You may be a millionaire someday. In fact,...

 

Tuesday, March 22, 2016

With taxes and dividend income, seasoned investors have learned the special qualified dividend treatment can increase their after-tax return. They tend to find some dividend-paying stocks and mutual funds attractive because their total...

 

Wednesday, March 16, 2016

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their...

 

Tuesday, March 15, 2016

THIS INVESTMENT TECHNIQUE MAY HELP YOU TAKE ADVANTAGE OF THE DOWNTURN. Buying low and selling high is the oldest stock market adage. How does one put it into practice? Dollar cost averaging may give you a method to capture lower prices...

 

Thursday, March 10, 2016

To better inform you, we publish monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the previous month, so you can learn what the different tactical money managers saw...

 

Friday, March 4, 2016

IS THIS UNORTHODOX INVESTMENT IDEA UNDERAPPRECIATED? You can invest your IRA assets in different ways. Should you invest a portion of those assets in real estate? At first thought, putting real estate into an IRA may seem like an...

 

Tuesday, March 1, 2016

THE FIVE PHASES OF LIFE AFTER 50 & THE CONSIDERATIONS THAT ACCOMPANY THEM The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. Chapter 1 (the fifties)....

 

Friday, February 19, 2016

As a wealth management firm, we pride ourselves on offering you current and relevant information to guide you through your financial questions and decisions. We are the home of the IRA Enhancer®, a tactical approach to managing...

 

Thursday, February 18, 2016

If you’ve been thinking about selling your business, you should put a solid sales plan in place even if you don’t act on it right away. According to Fred S. Steingold, business attorney and author of The Complete Guide to...

 

Monday, February 8, 2016

How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider. 1. 529 plans. Offered by states and some educational institutions...

 

Wednesday, February 3, 2016

Don't miss our upcoming State of the Markets Webinar! We host these special reports twice a year to review the previous year and discuss what financial analysts worldwide are forecasting for the upcoming year. Regardless of what...

 

Friday, January 29, 2016

After a turbulent 2015, stocks tumbled in the first few weeks of 2016, causing concerns that the bull market we’ve enjoyed since 2009 may be over. We’d like to take the opportunity to help you put market corrections in...

 

Tuesday, January 26, 2016

If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for certain financial moves. Some should be made out of...

 

Monday, January 11, 2016

Picture this: You’ve just won the lottery or received a large inheritance. You start daydreaming about all the wonderful things you’ll buy and all the vacations you’ll take. Money will no longer be a worry. If only it...

 

Friday, January 8, 2016

Now that 2015 is in the rear-view mirror, let's take a look at some of the factors that influenced markets last year. Though markets closed essentially flat, it's important to realize what a small miracle that is, given the many...

 

Monday, January 4, 2016

As the new year begins, it’s time to start thinking about how to make 2016 a success for you and your loved ones. Though there’s little consensus about their origins, we know that Americans have been making New Year’s...

 

Thursday, December 31, 2015

If only tax planning was as easy as counting down to the New Year! We'd like to help you out with that. We have curated a whitepaper available to download with helpful suggestions for tax planning purposes- including charitable giving...

 

Monday, December 14, 2015

Giving: a word heard quite often toward the end of each calendar year. The yearly #GivingTuesday joined the trend of Black Friday shopping and Cyber Monday ordering. Email inboxes and mailboxes are filled with requests for your money,...

 

Wednesday, December 9, 2015

To better inform you, we publish monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the previous month, so you can learn what the different tactical money managers saw...

 

Monday, December 7, 2015

On November 2, 2015, President Obama signed into law a budget deal that affects certain Social Security claiming strategies. The changes mainly affected two strategies that helped retirees increase their lifetime benefits:...

 

Tuesday, November 24, 2015

HERE ARE SOME IMPORTANT THINGS TO NOTE AS THE YEAR COMES TO A CLOSE. As every calendar year ends, the window slowly closes on some notable financial deadlines and opportunities. Here are several to keep in mind before 2016 arrives....

 

Monday, November 9, 2015

To better inform you, we publish monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the previous month, so you can learn what the different tactical money managers saw...

 

Monday, October 26, 2015

We are partnering with Thomas, Judy & Tucker to host a free seminar on “Making the Most of Your Social Security Benefits” in the TJT offices on November 19th. The seminar will begin at 9:00 a.m. and coffee and breakfast...

 

Thursday, October 22, 2015

SOME LIFE & FINANCIAL FACTORS THAT CAN BE OVERLOOKED. We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement (simple ways to save for retirement) with a little pragmatism. Fate...

 

Tuesday, October 13, 2015

To better inform you, we publish monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the previous month, so you can learn what the different tactical money managers saw...

 

Friday, October 2, 2015

Few words characterize today’s financial markets like uncertainty (link to weathering market volatility landing page). When overseas economic issues can rob investors of months of gains and speeches by Federal Reserve officials...

 

Friday, September 25, 2015

YOU MIGHT BE SURPRISED AT ITS POTENTIAL. An IRA is a retirement savings account, right? Indeed it is. IRA stands for Individual Retirement Arragement. Even with that definition, however, there is no problem on using an IRA to save for...

 

Tuesday, September 22, 2015

“Together for Significance” is the tagline of our company and our motivation for the ways we try to serve our clients and greater community. With that in mind, our seasonal newsletters are intended as a fun, educational,...

 

Friday, September 11, 2015

THE DEBT DILEMMA The process for eliminating debt is anything but an easy-to-solve financial equation. Many people wonder if they should pay off their debt as quickly as possible or invest their money, letting debt payments run their...

 

Tuesday, September 8, 2015

To better inform you, we've started publishing monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the previous month. These monthly updates, written by Jason Steele,...

 

Monday, August 31, 2015

Stock markets around the world have been in tumult for days. Last week, stock markets around the world plummeted on fresh fears about how a slowing Chinese economy might affect the global economic outlook. Stocks remained volatile on...

 

Monday, August 17, 2015

WITH THE FED POISED TO GRADUALLY RAISE RATES, THIS IS WORTH CONSIDERING. America once experienced something called “moderate inflation.” It may seem like a distant memory, but it could very well return in the second half of...

 

Monday, July 27, 2015

It’s hard to believe that more than half of the year is behind us. We’ve had a fairly volatile period in the market. There are a couple of main topics we want to address to educate you on some of the factors we are watching....

 

Friday, July 10, 2015

To better inform you, we've started publishing monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the past month. These monthly updates, written by Jason Steele, inform...

 

Thursday, July 9, 2015

THE NYSE FREEZES FLOOR TRADING FOR MORE THAN THREE HOURS. Floor trading was abruptly halted at the New York Stock Exchange Wednesday. At 11:32 am EST, a sudden problem forced the NYSE to interrupt trading in all symbols and cancel all...

 

Thursday, July 2, 2015

Medicare is complex and today’s changing health care landscape makes it more important than ever to fully understand how it works. If you or someone you know is near retirement, you may have questions about how to enroll in...

 

Tuesday, June 30, 2015

IF YOU ARE BETWEEN 40 & 60, BEWARE OF THESE FINANCIAL BLUNDERS & ASSUMPTIONS. Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey to some common...

 

Friday, June 19, 2015

SUMMER IS HERE, AND SO IS OUR FIRST SEASONAL NEWSLETTER. Summer presents the opportunity to introduce new practices or habits into your home. Inside of this newsletter are some ideas that some of our staff hopes to be able to implement...

 

Monday, June 15, 2015

IT'S NOT A NEW CONCEPT, MERRILL LYNCH. At Weston Banks Wealth Partners, our philosophy of “Financial Investing for Life and Legacy” is meant to FILL your lives with more than just money. We do this by looking at your goals...

 

Monday, June 8, 2015

To better inform you, we've started publishing monthly updates on the IRA Enhancer® strategy to give you a better idea of what the common denominator was for the past month. These monthly updates, written by Jason Steele, inform...

 

Saturday, May 30, 2015

SPECIALIZED TRUSTS & PRIVATE LOANS CAN HELP ADDRESS SOME "WHAT IFS." Estate planning professionals often contend with ambiguities. A plan may need to be modified in the future when some development in family life occurs – and...

 

Friday, May 22, 2015

TIME TO ORGANIZE AND CENTRALIZE YOUR DOCUMENTS Think about the trail of important documents, ID numbers, and instructions that would be needed during a major life event. It can be difficult to track it all down during the moments when...

 

Wednesday, May 6, 2015

WHAT STEPS SHOULD YOU TAKE? Whether you shop online routinely or infrequently, the risk of identity theft rises as you offer more and more information about yourself online. Avoid using a debit card, and use only one credit card. If...

 

Wednesday, April 29, 2015

If you’re like many Americans, you might be worried about how to prepare for your own or your loved ones’ long-term healthcare needs. In previous generations, elderly parents and grandparents could count on moving in with...

 

Friday, April 10, 2015

The rules around Required Minimum Distributions can be confusing and the penalties for failing to take the correct distribution can be severe. For that reason, we’ve developed a brief primer on RMDs to help you understand your...

 

Friday, March 13, 2015

GET SCHOOLED ON FINANCIAL AID - WHATEVER YOUR INCOME LEVEL Did you know that in the 2013-2014 academic year, more than $238.3 billion in financial aid (grants, federal loans, federal work-study, and federal tax credits and deductions)...

 

Friday, March 6, 2015

As a wealth management firm, we pride ourselves on offering you current and relevant information to guide you through your financial questions. Since we are the home of the IRA Enhancer®, retirement questions are welcomed by every...

 

Friday, February 13, 2015

As of January 20, the 2015 tax season is officially underway. CPAs are working late hours, and the IRS started receiving any early-bird's tax returns. Although we at Weston Banks Wealth Partners specialize in wealth management, we have...

 

Wednesday, February 4, 2015

Did you receive any bonds or other securities when you were born from a family member or friend? You can cash those in toward opening an IRA (Individual Retirement Account). How about all those trips to coffee shops on your way to...

 

Friday, January 23, 2015

The navigation of the financial world is continually changing with the advent of so many online tools entering the scene. Online platforms versus the traditional financial advisor route; traditional IRA versus Roth IRA; Seahawks versus...

 

Thursday, January 15, 2015

If you got a year-end bonus over the holidays or found yourself in possession of a little extra Christmas money, being smart about the way you use it can help you earn even more in the long run. There is no rule that you have to spend...

 

Thursday, January 8, 2015

If you're anything like the Weston Banks staff, you might be ready for a slower change of pace following the busy holiday season. The season ideally provides the opportunity to celebrate with friends and family and to reflect on the...

 

Tuesday, December 30, 2014

People nearing retirement may worry that they will outlast the money they have set aside. As the life expectancy of retirees increases, so should the funds that are being put into savings. Increased longevity is a blessing but it is...

 

Thursday, December 11, 2014

In the midst of the hustle and bustle of the holidays, it would be advantageous to find some time to plan for the success of your small business in the coming year. A financial checklist can help give guidance in what can be an...

 

Tuesday, December 2, 2014

Saving for retirement does not mean eating ramen noodles for the next decade of your life. There are a few easy ways to save money that can ultimately make a big difference in your retirement savings. A few suggestions for increasing...

 

Wednesday, November 19, 2014

Many economists are saying bigger raises could be coming soon. The Labor Department reported that its latest wage-and-salary index reading indicated a slight rise. Even a minimal increase in wage growth would improve the labor market....

 

Wednesday, November 12, 2014

Becoming a successful business owner requires certain attributes as well as the ability to prioritize and make smart planning decision. When trying to identify the qualities that make successful entrepreneurs, some of the most powerful...

 

Thursday, November 6, 2014

The revocable trust seems to be a popular estate planning tool, but it does come with both strengths and weaknesses. Many people seem to believe that they need a trust in order to keep their money safe. Typically, such beliefs stem...

 

Monday, November 3, 2014

There are several easy techniques that can be done to lower your required spending: (1) Create a smart budget and eliminate extraneous spending. After creating a budget, many people find that their money is going to items that they...

 

Thursday, October 23, 2014

Business owners must make many important decisions when beginning a partnership, one of which is determining the structure of their business. Considerations such as tax benefits and liability protection are usually of greatest concern,...

 

Monday, October 20, 2014

As income property owners wait for real estate to continue to improve before selling, the Delaware Statutory Trust (DST) is being considered as a 1031 Exchange Replacement property. The tenancy-in-common (TIC) was the principal...

 

Friday, August 8, 2014

On Wednesday, August 6th, 2014, I hosted a webinar for our Weston Banks Wealth Partners clients providing a mid-year market update. In this post I will give you few highlights from our Half Time Report as well as some questions that...