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Spooky Financial Stories
With Halloween upon us, we wanted to take a moment to discuss scary and spooky financial topics...
Ally Chanel
Oct 31, 20242 min read
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Charitable Remainder Trusts
In our last blog post, we discussed what trusts are and how they are often used in estate planning. This week, we are focusing on a...
Ally Chanel
Apr 25, 20242 min read
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Trusts: A powerful tool
Trusts are a powerful financial planning tool. Learn what the basic types are and how they work.
Ally Chanel
Apr 19, 20242 min read
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Do You Have An End of Life Care Plan?
In last week's blog post, we uncovered the power of establishing a will to leave a charitable legacy after one's lifetime. However, a...
Ally Chanel
Apr 12, 20242 min read
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You Lost A Loved One. What Comes Next?
If you are reading this blog post and recently lost a loved one, we would like to offer our condolences. Losing a loved one is immensely...
Ally Chanel
Mar 22, 20244 min read
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2023 Is Here, And So Are Opportunities
The New Year is in full swing here at Lundeen Abrams Advisors. While it has been a few weeks since our last blog post, we have been...
Ally Chanel
Jan 20, 20231 min read
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October Is Family History Month: What Is Your Legacy?
Ah, fall is in the air. After a warm and long summer, the changing of the seasons reminds us of the impermanence of life; I suppose this...
Ally Chanel
Oct 7, 20222 min read
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Small-Cap Value Investing
Factor-Based Investing Continues There are so many ways to look at investing, it's easy to get lost in the mumbo jumbo. Our goal is to...
Ally Chanel
Aug 19, 20222 min read
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Real Estate Investment Risks
Risk & Real Estate One of the most critical pieces of advice that the investment industry preaches is to invest according to one's risk...
Ally Chanel
Jul 29, 20223 min read
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Defining Non-Traded Public REITs
Non-traded REITs can offer unique investment opportunities that have the potential to yield higher returns than other REITs.
Ally Chanel
Jul 22, 20222 min read
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REITs Give You More Options
Real estate is… “Real estate is a real asset.” We’ve all heard this adage, but perhaps the better saying is that real estate is personal....
Ally Chanel
Jul 8, 20223 min read
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How A 1031 Exchange Can Save Big Money
1031-Real estate can offer tax opportunities Welcome to our second post in an ongoing series about real estate as an investment. Today,...
Ally Chanel
Jul 1, 20223 min read
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Real Estate - Qualities As An Investment
A plethora of investments exist Often when people think about investing and the various mediums available, stocks and bonds come to mind....
Ally Chanel
Jun 24, 20223 min read
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