No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Counseling clients on whether to invest money in stocks or real estate poses some challenges to advisors. Evaluate the investment like any other asset class by looking at how liquidity, appreciation, risks, income, and taxes would best serve the client.
The latest dip in rates is a good opportunity to swap out of that adjustable-rate loan.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025