Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad asset class that is changing and evolving gener

If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you.  In this episode, John and Michael Parise welcome back guest Tim O

2021 was a year full of ups and downs. Will 2022 be the same?  In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the eve

Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal deb

When estate planning, one of the most difficult decisions is choosing the right trustee for your family. But it doesn’t have to be.  In this episode, John and Michael Parise speak with David Warren, J

Did you know that 87% of life insurance policies never pay a death claim? Are you aware of the options available to you within the settlement space? Life settlements are one of the lesser known planni

Who is going to take care of you into your old age? Do you have your estate planning dealings worked out? In the first part of this two-parter miniseries, John and Michael introduced us to 10 concerns

Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing. In this multi-part series, Jo

Precious metals like silver and gold can be seen as an investment, but they could also be viewed as a means for wealth preservation. In this episode, John and Michael Parise are once again joined by A

Precious metals are more of an obscure asset class, but there is huge value in owning these assets as part of your overall portfolio. In this episode, John and Michael Parise are joined by Andy Schect