Investment Strategy
4 articles
John Mateyko on Building Liquidity Into a Financial Plan Before It Becomes Urgent
Financial planner John Mateyko emphasizes the importance of building liquidity into a financial plan, ensuring households can access cash when needed without disrupting long-term investments. This involves distinguishing between money allocated for short-term needs and funds reserved for longer-horizon goals.
The 5 Hidden Retirement Traps John Mateyko Warned Top Executives About in Forbes
Successful executives often find their retirement plans are full of unforeseen holes due to issues like tax inefficiency and concentrated stock. Fiduciary Financial Planner John Mateyko highlights these hidden traps, emphasizing specialized planning to secure a multi-generational legacy.
5 Common DSCR Loan Mistakes, and How Bentley Equity Loans Helps You Navigate Them
Securing financing for real estate investments can feel like navigating a maze, especially as traditional lenders tighten their requirements. According to a report from Anderson Advisors, rising purchase prices and stric…
TCS Property Management vs. DIY: A Cost-Benefit Analysis for Investors (Updated 2026)
This article explores the age-old debate for property investors: going it alone as a landlord (DIY) versus hiring a professional property manager like TCS Property Management. It provides a cost-benefit analysis, highlighting the hidden risks of self-management and the evolving role of technology by 2026.