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Home equity is a powerful risk management tool that many higher net-worth individuals and their advisors are starting to explore. Historically, financial professionals ignored home equity in retirement planning for a simple reason – there was no effective way to access it. Not long ago, the only ways to exploit home equity were to sell the home or refinance it and take on a monthly payment obligation. Originally published by Advisor Perspectives on July 25, 2022. Read full article here. In this bylined article, Bill Van Law, founder of WVL Group, shares tips for investing in uncertain times and discusses why being disciplined matters, how markets tend to anticipate recessions, opportunities in the midst of fear, and more. Originally published in Financial Planning Magazine on July 13, 2022. Read full article here. CoastalOne CEO Charles Reiling wrote this bylined article for Financial Planning Magazine, sharing details on how Coastal has evolved and pivoted throughout the pandemic to offer more digital solutions for employees and financial professionals, as well as providing tips for other firm leaders. Originally published in Financial Planning Magazine on July 13, 2022. Read full article here. |
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