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...
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Blaine Christian
Apr 192 min
Trusts: A powerful tool
Trusts are a powerful financial planning tool. Learn what the basic types are and how they work.
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Blaine Christian
Apr 122 min
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...
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Blaine Christian
Mar 224 min
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...
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Blaine Christian
Jan 20, 20231 min
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...
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Blaine Christian
Oct 7, 20222 min
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...
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Blaine Christian
Aug 19, 20222 min
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...
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Blaine Christian
Jul 29, 20223 min
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...
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Blaine Christian
Jul 22, 20222 min
Defining Non-Traded Public REITs
Non-traded REITs can offer unique investment opportunities that have the potential to yield higher returns than other REITs.
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Blaine Christian
Jul 8, 20223 min
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....
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Blaine Christian
Jul 1, 20223 min
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,...
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Blaine Christian
Jun 24, 20223 min
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....
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