Financial Planning

2022 was a difficult year for investors, with all three major market indexes dipping simultaneously and taking their biggest hit since the housing crisis of 2008. Now, even with all three up through the first five months of 2023, volatility and uncertainty are stuck in the back of investors’ minds, possibly pushing them to look elsewhere for more diverse vehicles…

Home prices across the country have skyrocketed to record highs. Many buyers who hoped to purchase a home feel discouraged and anxious after losing one bidding war after another. Now, those who were unable to purchase a home are unsure about what to do with their lump sum of cash. The typical down payment on a home ranges between 5%…

When investment options that are most accessible to the investing public seem volatile or uncertain, investors may look to other options that are independent and uncorrelated to the stock and bond markets. Private equity provides an opportunity to gain exposure to alternative investments that are not available on public financial markets. Because the performance of an alternative investment in something…