Kathy Lumpkin

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?

I’ve watched Voya Investment Management establish itself as a powerhouse in the financial services industry with over $330 billion in assets under management. As part of Voya Financial, this investment giant has built an impressive reputation for delivering reliable retirement solutions and investment strategies to institutions and individual investors alike. What fascinates me most about

As a financial advisor with over a decade of experience I’ve seen many investment firms come and go but Kestra Investment Services stands out in the crowded financial services landscape. This independent wealth management firm has built its reputation on providing comprehensive investment solutions and personalized financial guidance to both advisors and their clients. I’m