Owning Multiple Properties, Bonds, And End Of Year Planning
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis, welcome back Attorney Keith McManus, of McManus Estate Planning, to discuss issues that can arise when you own multiple properties and strategies you can use to possibly avoid them. Next, Derek, Matt and Keith, will discuss end of year planning and the top 3 things that they are advising their clients on. Finally, during the weekly market report, Certified Financial Planner, Matt Peck, will discuss the current state of the bond market. He will talk about interest rates, bond volatility and what he sees moving forward.