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Financial Advisor Webinar – Incorporating Home Equity into a Retirement Strategy

Hear directly from Dr. Pfau in this short introductory video click here to listen and register be sure to enter Steve Landis in “who invited...

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Dec 4 Wade Pfau Webinar

Webinar – Using Home Equity to Secure Retirement

Home equity represents a large share of overall wealth for many Americans. Much research has centered around incorporating that equity into an overall retirement strategy....

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Oregon Realtor Live CE Event – Expand Your Business with Retirement Lending

Expand Your Business with Retirement Lending  Brunch and Learn – CE 2 Hours November 8, 2023  10:00am to 12:00pm 12909 SW 68th Parkway | Portland,...

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A Case to Buy a Home….NOW

If you’re a qualified home buyer ready to purchase but are deterred by current interest rates and home prices, I encourage you to re-evaluate.  Don’t...

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Protecting Clients’ Privacy with Soft Pull Credit Pre-Qualifications

A loan pre-qualification early in the home buying process gives buyers time to resolve challenges that could impede getting an offer accepted and closing on...

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Bird Nest With 100 Dollar Bills. Financial Nest Egg, Retirement Savings And Investment Concept

Extend the Life of Invested Assets by Incorporating Home Equity

For clients in or nearing retirement, incorporating the nest itself into the investment strategy can enable flexibility and security while simultaneously slowing the drawdown of...

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Market Forces Behind the Rate Roller Coaster

Our crazy rate roller coaster is slowing offering a steady downward trend in 30-year fixed mortgage rates since their 2023 peak averaging 7.25% on July...

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Financing Solutions to Overcome Market Challenges and Engage Buyers

Rates are up, supply is down, and competition is brutal leaving many home buyers feeling discouraged and indefinitely sidelined.  Just to make it rain a...

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Breaking the Affordability Barrier: 3 Top Mortgage Solutions For 2023

Rates remain stubbornly higher than we’d like to see and home prices peaked through Covid leaving many would-be buyers sidelined. I offer optimism to all...

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Why Mortgage Rates Remain Stubbornly High

The upward momentum of home prices since February suggests the housing market is headed into recovery but mortgage rates have remained stubbornly high even trending...

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