Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story. At our 2025 Investor Symposium, COO & CMO Stacey McKinnon and Wealth Advisor Kevin Rex unpacked the tradeoffs of holding vs. selling real estate. They explored dead equity, increasing costs, tax considerations, and how real estate fits into your financial picture, while offering more flexible ways to access real estat...
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Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story. At our 2025 Investor Symposium, COO & CMO Stacey McKinnon and Wealth Advisor Kevin Rex unpacked the tradeoffs of holding vs. selling real estate. They explored dead equity, increasing costs, tax considerations, and how real estate fits into your financial picture, while offering more flexible ways to access real estat...
The One Big Beautiful Bill is here- and with it, some of the most sweeping tax changes in recent years. Wealth Advisors Beau Wirick and Ian Rennick are here to break down the 2025 tax legislation and how it impacts you. Tune in if you're interested in... Smart charitable giving before new deduction limits kick inHow the $40,000 SALT cap affects your itemized deductionsBonus depreciation’s return and what it means for business ownersOpportunity Zone funds and tax deferral strategiesHow to make...
THE FINANCIAL COMMUTE
Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story. At our 2025 Investor Symposium, COO & CMO Stacey McKinnon and Wealth Advisor Kevin Rex unpacked the tradeoffs of holding vs. selling real estate. They explored dead equity, increasing costs, tax considerations, and how real estate fits into your financial picture, while offering more flexible ways to access real estat...
