Thanks for Subscribing

We’re thrilled to have you join our community. Stay tuned for the very latest in industry trends, investment advice and much more.

Recent Additions

Can an income property cost you money?

Can an income property cost you money?

You have an investment property you naturally think that you’re making money. But the truth is, many people actually lose money by accident. As an investment advisor, I see many people mistakenly falling into the California (CA) bank trap. What’s a CA bank? It’s the...

Success Story of the Week: One of my loudest advocates

Success Story of the Week: One of my loudest advocates

One of my longtime clients and loudest advocates referred her co-worker almost 2 years ago to refinance her home. She started to get her paperwork together and would get side tracked. Life presented all kinds of hurdles and so it took until June of this year to get...