Tag: Investment Solutions
Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

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Are you looking for a way to invest your money and secure your financial future?

In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate. 

Michael aims to provide valuable insights into what it takes to succeed in the industry, such as knowing your market, building long-term relationships, and following your passion. 

Peter & Michael discuss:

  • The most important soft & hard skills to have to stay competitive in the industry
  • How to tell if a property aligns with your personal goals and interests as an investor
  • How to avoid some of the most common pitfalls real estate investors make
  • How to get started in the industry–even when you don’t have money for a full down payment
  • And more!

Resources:

Connect with Peter Raskin: 

Schedule Time with Peter

Connect with Michael Price:

About Michael Price: 

With over 37 years of hands-on experience in the Boston real estate market, Michael L. Price is now directing Legacy Real Estate Ventures, LLC with a focus on acquisitions and asset management. Since its founding in January 2008, Legacy has purchased 20 properties valued at over $100 million. 

Mr. Price has guest lectured on real estate topics at Lehigh University, Babson College, and Brandeis University, and is a member of the faculty of Boston University’s Metropolitan College where he teaches Real Estate Market Analysis. Mr. Price also sits on the Board of Advisors of City North Development, a privately held real estate investment company and is involved in a private investment group that has interests in medical products, parking assets, and technology.

CRN-5779101-062823

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97)

Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97)

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As an advisor, it’s important to be able to construct a portfolio that can perform well in different market environments. 

In this episode, Stan Sattler, Director of Investment Solutions at Belle Haven Investments, delves into the risks and rewards associated with different types of bonds.

He also shares Belle Haven’s laddered portfolio strategy and provides practical advice on building a fixed-income portfolio that is not solely dependent on predictions of interest rate movements.

Stan discusses:

  • The different revenue streams backing bonds
  • The risks and rewards associated with different types of bonds 
  • How Belle Haven Investments focuses on safer areas of the bond market
  • Advice on building a fixed-income portfolio that can perform well in various market environments 
  • Avoiding decisions based solely on predictions of interest rate movements
  • And more!

Resources:

Connect with Stan:

Connect with Peter: 

Schedule Time with Peter:

CRN-5546850-032323

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.