Will Homeowners Frown with Housing Prices Going Down? 4.22.2022

Today’s housing market – it feels to us like we are at a true inflection point right now, and perhaps not a good one. Clients and colleagues are frequently asking: “Is the housing market in a bubble?” And they are hearing conflicting words from economists: “Housing starts have historically been unresponsive to changes in mortgage rates in a supply-constrained environment, likely because homebuilders …

Leading by Example with Joe Eschleman – LifeBlood Podcast 04.18.2022

Described as “a human wellbeing and flourishing podcast,” LifeBlood is released daily and features a myriad of different professionals and subject matter experts. Produced and hosted from Scottsdale, AZ by George Grombacher, our President, Joseph Eschleman, was a featured Lifeblood guest just earlier this week. Click to hear what Joe had to say about leading by example, about focusing on process …

Maximize the money your 401k and IRA beneficiaries inherit video 04.19.2022

Who should you name as the 401k beneficiaries of your pre-tax retirement accounts, and why? You are working on your estate plan, filling out your estate planning documents, and trying to figure out who you should name as the beneficiary of your 401k account and IRAs. Simple – the kids, right? Not so fast. Who …

Feeling Depression About a Possible Recession? 04.08.2022

Top 5 Ways to Recession-Proof Your Portfolio! Is the United States economy on the verge of slipping into a recession? Or is the exact opposite happening – is the economy continuing to recover, more robust than it is getting credit for? A broad measure of the “stock market,” the S&P 500 ended 2021 at 4,766.18. It then proceeded …

How Restricted Stock Units Work | What are RSUs? | Video 04.08.2022

Restricted Stock Units | If you’re wondering how restricted stock units work, what is stock compensation, what are RSUs or what the taxation of restricted stock units looks like, we’re here to give you answers to your questions. Restricted Stock Units, RSUs, are one type of stock compensation that companies can offer to their employees. …