All tagged 2019

What to Know When Reviewing Your Investment Portfolio in 2019

We have all said hello to 2019.  As we enter this New Year it’s a great time to take steps to position our investments, finances, and estate plan to flourish in 2019. Some of those steps will include an overall review of your investment plan to reducing your exposure stocks and shift more into bonds; or updating your will and end-of-life-documents.

An In-Depth Interview with One of The Most Successful Present Day Real Estate Entrepreneurs

I am very excited to let you know that we shot a video with Alan Long, Alan launched his residential real estate company DBL Realtors in Los Angeles in the late 90’ and grew to 12 offices before selling the company to Sotheby’s - In our video he talks about the genesis of the idea to launch the company, how the company changed the residential real estate industry in Los Angeles, on through his hard decision to sell his company.