Reducing the Necessary Evils of Investing: Expenses and Taxes Season 1, Episode 4

In this episode, our President, Joseph Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steve Pitchford, CPA, CFP®, as they unravel the complexities of managing and reducing the “necessary evils” of investing: expenses and income taxes. Join us as we share valuable insights and practical strategies to empower you as an investor. Discover how to take …

Money and Marriage – Getting Hitched Pays! 07.21.2023

“It’s not so much who wears the pants, but how much money is in the pockets.”  Money and marriage often dance together in a delicate waltz of financial decisions and shared goals. For better or worse, money plays a significant role in the dynamics of a marital relationship. From (sometimes) merging bank accounts and setting …

What is Your ROI For Real Estate? 07.07.2023

ROI, or return on investment, measures the profit earned on an investment after all costs of the investment are deducted. ROI for real estate is simply a measurement of the return on an investment property. Your real estate ROI is a critical metric that every real estate investor should know and compute regularly, yet many fail to do …