Money, Family, Taxes, and Everything in Between.

Investments, Real Estate, Case Studies Mike Neubauer Investments, Real Estate, Case Studies Mike Neubauer

Evaluating Your First Investment Property: Key Insights and Practical Advice

When evaluating your first investment property, it’s easy to get caught up in flashy features, but true success lies in understanding the market and making strategic choices. At Grand Vision Family Office, we recently walked a member through the process of assessing a potential Airbnb property, uncovering insights that go far beyond the listing price.

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Retirement Keith Radke Retirement Keith Radke

The 401(k) Mirage: Why It's Not What You Think

Imagine standing in the middle of a desert. You see what looks like a beautiful oasis ahead, shimmering with the promise of lush greenery and refreshing water. As you rush towards it, hope filling your heart, it gradually fades away, leaving you with nothing but more desert. This is the illusion many face with 401(k) plans.

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Physicians Mike Neubauer Physicians Mike Neubauer

Rich Doctor, Poor Doctor: A Tale of Two Physicians

Once upon a time, in a bustling city, two young doctors set out on a journey of financial freedom. Dr. Edmund and Dr. Leo, surgeons in the local orthopedic group, had managed to save $200,000 each. As they embarked on their careers, they knew they had to invest this money wisely for a comfortable and secure future...

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Investing Keith Radke Investing Keith Radke

Analysis Paralysis: The Cost of Not Investing

Warren Buffet famously said, “We attempt to be fearful when others are greedy and to be greedy when others are fearful.”

Many of the potential investors I have spoken with lately have this uneasy feeling about the future of the US economy. They want to wait until conditions improve, or they want to…

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*These articles are opinion. It is not financial advice, nor is it an offer to sell a security. Anyone interested in investing must first schedule a call with our team and review our private placement memorandums before investing or joining.

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