fiduciary rule

What You Need to Know About the Fiduciary Rule

A quick look at the changes coming for retirement accounts. Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good. The “fiduciary rule” is going into effect in June. This Department of Labor rule stipulates that any financial industry professional who makes investment recommendations to participants in qualified retirement plans in exchange …

real estate technology

How Technology Is Affecting Real Estate Industry

If you’re reading this post, you’re probably an avid user of technology. Real estate is one of the most thriving businesses in the country today. Part of its improvement and progression has stemmed from the development of technology. Whether you’re comfortable adapting or not, technology is constantly advancing forcing us all to conform. While Millennials are more eager to learn, …

As Anticipated, Interest Rates Rise

The Federal Reserve’s latest policy move corresponds to market expectations. Wednesday, the Federal Reserve raised its key interest rate by 0.25%. That decision surprised no one – at least no one in the financial markets. Hours before the announcement, the CME Group’s FedWatch Tool, which calculates the chance of interest rate moves based on Fed futures contracts, showed a 97.1% …

inherited property

What You Need to Know About Inheriting Property

Over the next 4 decades, Baby Boomers will inherit $27 trillion in wealth, with a big portion of that trillion coming from family real estate. Yes, that’s TRILLION with a T! Would you know what to do if you suddenly inherited property? Circumstances surrounding your inheritance may not be ideal, but it definitely helps to be prepared. Now that the …

Canter Featured in Inc.!

Click here to view the original article! Innovation can play a key role in the success of any company. One of the industries that has proven to be the slowest to innovate is the financial planning industry. Entrepreneurs are currently using innovation to provide younger generations with alternatives to engage in this market. In this article our CEO, Andrew Canter, discusses the 3 disruption trends to watch …

Should You Pay Off Your Home Before You Retire?

Before you make any extra mortgage payments, consider some factors. Should you own your home free and clear before you retire? At first glance, the answer would seem to be “absolutely, if at all possible.” Retiring with less debt … isn’t that a good thing? Why not make a few extra mortgage payments to get the job done? In reality, …

The Road to Refinancing

5 Steps to Refinancing Your Mortgage  Is it time to refi? Download the Road to Refinancing Guide  Refinancing a mortgage means paying off an existing loan and replacing it with a new one. There are many common reasons why homeowners choose to refinance: The opportunity to obtain a lower interest rate The chance to shorten the term of their mortgage …

House Hunting APPropriately

If you’re currently engaged in the home buying process, and granted your phone has the storage space, download these apps to navigate through this experience with convenience and ease! We’ve compiled a list of 20 beneficial apps for your smart phone, no matter what your role (agent, buyer, seller, renter) is in this transaction. Now charge your phone and put …

The Brexit Heard Round The World

The Brexit Shakes Global Markets  A worldwide selloff occurs after the United Kingdom votes to leave the European Union. A wave of anxiety hit Wall Street Friday morning. Thursday night, the United Kingdom elected to become the first nation state to leave the European Union. The “Brexit” can potentially be finalized as soon as the summer of 2018.1 Voters in …