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Articles by Brian T. Johnson, AIF®

Investment Manager & Wealth Advisor

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What is a 1031 Exchange and When Should You Use One in Real Estate Investments?
What is a 1031 Exchange and When Should You Use One in Real Estate Investments?

If you’re a real estate investor, holding rental properties or a commercial building, you may be concerned about how a future sale of appreciated property  …
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What Is Direct Indexing? Tax Benefits and Other Considerations
What Is Direct Indexing? Tax Benefits and Other Considerations

While it’s been around for nearly 20 years, the investment strategy direct indexing has grown in popularity recently due to its accessibility, customization, and tax  …
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Should You Alter Your Wealth Management Plan When Interest Rates Change?
Should You Alter Your Wealth Management Plan When Interest Rates Change?

Within our comprehensive wealth management process, we consistently monitor the interest rate environment, among other areas, and how shifting interest rates can affect a client’s  …
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