I promise, it's everything this list of stats says it is. I've met thousands of widowers and widows and they ALL say the same thing: It's so different than what I expected. Take a quiet moment and consider whether the realities of these stats are something you are plan...

Great 60 second read exploring the low end or "entry-level" residential property in the greater Atlanta area is at a premium and prices are continuing to rise at a rate significantly faster than the national average.  Wages are increasing at a slower rate than housing...

Available housing inventory is becoming scarce and prices are continuing to climb. We have enjoyed an upward trajectory for quite a while. For a couple of years now we at DSG been anticipating a correction in late 2018-2020. Unless new dynamics are presented I do not b...

April 12, 2018

A self-directed retirement account could be an IRA, Roth IRA, 401(k), Roth 401(k), Pension Plan, SEP or even an HSA or Coverdell or College IRA. Any of these accounts could be moved from a traditional brokerage to a custodian or structure that allows you to invest in w...

April 1, 2018

Well, I'm a lot of things, but a CPA isn't one of them. Having said that collaborating on tax strategy is a significant part of the work I do as portfolio strategy has tax consequences. A few things I encourage every client to consider BEFORE filing as you can sti...

Crowdfunding of real estate investments is rapidly becoming a typical element of an investment model. The structures, risks, and upsides are still being solidified. I keep an eye on the rankings of companies offering services and do notice an unfortunate trend; the mor...

People ask me all the time, why do I double dip and stay on top of the real estate and insurance markets? Is that not the same thing as a single mother choosing to work two jobs when she doesn't have to?

Early in my career (2009ish) I began studying market saturation t...

February 19, 2018

If there is one word that sums up the state of the U.S. economy these days, it's resilient. The prolonged economic growth cycle hasn't been terribly exciting or robust, and at times, progress has been downright choppy. But it has proven to have staying power, and econo...

January 28, 2018

White paper: It gets technical, but it's still just plain 'ol english.  I encourage you to give it a glance and if you'd like to discuss it in detail please set a time for us to meet. I'm happy to walk you through the finer details. Reality is financial produ...

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