Kathy Lumpkin

I’ve spent years preparing candidates for investment banking interviews, and I know firsthand that mastering these 400 questions investment banking can make or break your chances of landing that dream job. Whether you’re a fresh graduate or an experienced professional, understanding these key questions will give you a competitive edge in the cutthroat world of […]

As an investment analyst, I’ve watched CION Investment Corporation emerge as a notable player in the business development company (BDC) sector. This publicly traded firm has carved out its niche by providing flexible financing solutions to middle-market companies across the United States. I’m particularly impressed by CION’s strategic approach to investment management and its commitment

I’ve watched the real estate market evolve over the years and one investment option continues to stand out: condominiums. These versatile properties offer a compelling blend of affordability convenience and potential returns that make them particularly attractive for both new and seasoned investors. As someone who’s helped countless clients navigate the world of real estate

As a homeowner, I’ve discovered that one of the most valuable assets we have is the equity built up in our homes. While traditional home equity loans and lines of credit are familiar options, there’s another innovative way to tap into this wealth: home equity investments. A home equity investment, also known as a shared

As a financial analyst who’s tracked investment firms for over a decade, I’ve watched Madison Investment Advisors emerge as a notable player in wealth management. With their headquarters in Madison, Wisconsin, they’ve built a strong reputation for delivering personalized investment solutions since their founding in 1974. I’m consistently impressed by Madison Investment Advisors’ commitment to

As a real estate investment professional, I’ve watched Transwestern Investment Group emerge as a powerhouse in commercial real estate investment management. This Dallas-based firm has built an impressive portfolio by focusing on value-add and opportunistic investment strategies across multiple property types. I’ve followed their growth from a regional player to a national force managing over

As a financial advisor for over a decade I’ve often heard the same question from my clients: “”how long to keep investment statements”” It’s a common concern and one that deserves careful consideration in today’s digital age. While many financial institutions now offer paperless statements managing your investment records effectively remains crucial for tax purposes

I’ve spent years analyzing investment strategies and have discovered that understanding the relationship between costs and returns is crucial for any investor’s success. Many people focus solely on potential returns while overlooking the significant impact that investment costs can have on their overall portfolio performance. Which two statements relating investment costs and returns are correct?