Real Estate

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alex_soderberg

Alex Soderberg Advisor

Real Estate

Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio

A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.

alex_soderberg

Alex Soderberg Advisor July 30, 2025

Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio

A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.

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kelly_metzler

Kelly Metzler Lead Advisor, Principal May 9, 2024

California Gift Tax: Everything You Need To Know

Unravel the complexities of the California Gift Tax with our comprehensive guide. Discover who needs to pay, how much, and what exceptions could apply....

chris_hughes

Chris Hughes Lead Advisor, Principal November 30, 2023

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

ben_peters

Ben Peters Lead Advisor & CCO, Principal April 13, 2022

Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...

sydney_kovacs

Sydney Kovacs Advisor January 26, 2024

Understanding California’s Inheritance Tax

Navigating the world of inheritance taxes can be a complex journey, filled with nuances and varying state laws. This intricate financial terrain, which impacts the transfer of assets after a person's...

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