The concept of leverage has been in the news as of late (in a few different capacities) and a client asked what exactly it means. Let’s take a look at what it is, why extreme caution is advised, and why its proliferation is a risk to markets. Leverage has multiple definitions but in the financial […]

Cash is king – and sometimes, you need access to cash unexpectedly. In a client’s case last week, they found themselves with a great real estate opportunity that involved purchasing a new home in advance of selling their current home. They needed access to cash for a very short period of time (less than a […]