real estate

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What to Do When You Inherit Your Parents’ House

Inheriting a parent’s home can be emotionally and financially complex. Explore your options—from selling, buying out siblings, to renting for passive income—and learn how to navigate taxes and estate planning with experienced guidance.

Brian Kuhn CFP®, CLU®, ChFEBC®

4/7/2026

Blog

Biggest Housing Shortages by U.S. City in 2025: Data, Causes, What it Means

Discover the U.S. cities with the biggest housing shortages. Explore data, causes, and what limited housing supply means for buyers and homeowners.

Danielle Bugni CFA®

12/29/2025

Blog

What States Are Building The Most New Houses in 2025

Explore 2025’s top states for new home construction. Learn where housing is booming, what drives regional growth, and how trends impact your move or investment.

Tyler Finch

10/1/2025

Blog

What Are Private Markets And How Can You Invest?

Explore the world of private markets—private equity, venture capital, real estate, and more. Learn the benefits, risks, and how to get started with private investments.

Ayako Yoshioka CFA®

5/13/2025

Blog

How To Buy Your First Home

Buying your first home? Learn how to navigate today’s high prices and mortgage rates with practical tips on financial readiness, hidden costs, and the homebuying process. Discover whether renting or buying is right for you.

Ryan Marshall CFA®, CEPA®

1/29/2025

Blog

Interest Rates Are Finally Coming Down this Year. Here’s What That Means for 5 Common Investments

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9/15/2024

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Is Real Estate Actually a Good Investment?

Real estate vs. stocks: which delivers stronger long-term returns? Explore historical data, volatility, REIT performance, and global trends to help guide your investment strategy.

4/16/2024

Blog

7 Reasons to Check In with Your Tax Advisor Now

Get ahead of tax season with smart year-end planning. Discover 7 key topics to discuss with your tax advisor—from income changes and IRA contributions to property sales and tax law updates—to reduce surprises and optimize your return.

Brian Kuhn CFP®, CLU®, ChFEBC®

11/7/2021

Blog

7 Hidden Costs of Moving in Retirement

Thinking of relocating in retirement? Discover the hidden costs of moving—from state taxes and healthcare to emotional tolls and travel expenses. Learn how to plan wisely for a smooth transition into your dream retirement lifestyle.

Christian Okada CFP®, RICP®

8/26/2021

Blog

Tax Benefits of Homeownership

Maximize your tax benefits as a homeowner. Learn how to deduct mortgage interest, property taxes, and points, understand capital gains exclusions, and navigate rules for home improvements and repairs.

3/9/2021

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What to Do When You Inherit Your Parents’ House

Biggest Housing Shortages by U.S. City in 2025: Data, Causes, What it Means

What States Are Building The Most New Houses in 2025

What Are Private Markets And How Can You Invest?

How To Buy Your First Home

Interest Rates Are Finally Coming Down this Year. Here’s What That Means for 5 Common Investments

Is Real Estate Actually a Good Investment?

7 Reasons to Check In with Your Tax Advisor Now

7 Hidden Costs of Moving in Retirement

Tax Benefits of Homeownership