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The tax benefits of investing in qualified opportunity zones

The tax benefits of investing in qualified opportunity zones
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Mike switzerRoy janseMariner wealth advisors

Individual Bonds vs Bond Mutual Funds

Individual Bonds vs Bond Mutual Funds
southcarolinapublicradio.org - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from southcarolinapublicradio.org Daily Mail and Mail on Sunday newspapers.

Roy janseMike switzerMariner wealth advisors

RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

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Higher interest rates are bad and good

Rising interest rates have obviously created challenges for home buyers and other borrowers. However, for investors this situation is creating an opportunity that has not been seen in decades. Mike Switzer interviews Roy Janse, a certified financial planner at Goldfinch Wealth Management in Greenville, SC.

Mike switzerRoy janseGoldfinch wealth management

Increasing home values spurs downsizing among older adults

With the recent surge in home values, many homeowners are looking at ways to benefit from these increased values. One common strategy, particularly for those near or in retirement, is to downsize. And while this can certainly be a good idea, our next guest says there are many considerations that need to be carefully planned for, to ensure that that strategy is successful. Mike Switzer interviews Roy Janse, a certified financial planner and managing partner of Goldfinch Wealth Management in Greenville, SC.

Mike switzerRoy janseGoldfinch wealth management