Advisors
Client Memo: Real Estate Isn't The Investment Most Think It Is bonds financial insights investing investment strategies portfolio diversification real estate stocks Jul 14, 2025

"Your Home Is Your Biggest Asset"... Or Is It?

Real estate has become a quasi-obsession in the United States, especially after some significant drawdowns in the stock market.  The truth is that real estate is a poor investment for most investors.   

You hear a lot that your home is your largest as...

Continue Reading...
Is Rental Income Really Passive and that Good a Deal today? investing real estate s&p 500 stocks u.s. economy Jan 24, 2024

One of the largest competitors to the stock and bond markets is real estate. In the United States alone, real estate is worth $47 trillion in June 2023, according to Benoit Properties.1 Owning real estate has been the cornerstone of the American Dream since the Pilgrims landed four hundred years ago...

Continue Reading...