estate planning

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...

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...

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...

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...

Defining Non-Traded Public REITs

Non-traded REITs can offer unique investment opportunities that have the potential to yield higher returns than other REITs.

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....

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,...

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....