by Douglas Sedam | Dec 27, 2017 | Business News
Money Matters – How a Reverse Mortgage Can Help You in Retirement There are few terms in the finance industry more reviled in the minds of the public than reverse mortgage. However, as is often the case in the world of finance, long-held perceptions and biases...
by Douglas Sedam | Nov 28, 2017 | Business News
Money Matters – Do You Need to Change Your Accountant? When meeting with my clients to review their retirement portfolios – one of the key questions I ask them is “When was the last time you met with your accountant to review your tax strategy and how it...
by Douglas Sedam | Oct 26, 2017 | Business News
Money Matters – Small Caps Are Set to Lead the Next Bear Market Traders usually enjoy a quick rally in small cap stocks at the end of the year. This trade was identified many years ago as the “January effect.” For some reason, small caps moved higher every...
by Douglas Sedam | Sep 27, 2017 | Business News
Money Matters – Thinking of A Reverse Mortgage Loan – Please Read the Following Pursuing a Home Equity Conversion Mortgage (HECM, commonly referred to as a reverse mortgage loan) is a big decision. While it allows you to convert your home’s equity into...
by Douglas Sedam | Aug 30, 2017 | Business News
Money Matters How to Defer Capital Gains – when selling an asset like real estate or a business. There is a little-known way to dispose of assets that allows you to maximize your long-term financial advantage…even helping you for retirement. Here is an example based...
