Afford Anything

JULY 6, 2020

An anonymous listener, whom we call “Mary,” is curious about the auto-rebalancing feature offered by M1 Finance. Anonymous “Mary” asks (at 1:36 minutes): I’m curious about investing with M1 Finance. A subset of the managed portfolios is an aggressively-managed portfolio with a higher amount of the investment in equities.

Equity 78

Equity HR Finance Staging 78

Housing Wire

JULY 18, 2022

And mortgage brokerages, which don’t have the burden of high overhead, are heavily recruiting retail LOs whose pipelines have thinned in recent months. Several large mortgage brokerages see the market-wide volatility as a recruiting tool. Casa plans to also hire for data, IT, operations and HR roles.

Mortgages 450

Mortgages Banks Brokerage Loans 450

Afford Anything

JANUARY 25, 2021

The second option will reduce my rent by $200 per month, and I’d start to build equity sooner. The protected items that are not affected by your expected family contributions are: Home equity. I also have $100,000 in a taxable brokerage account and I have $100,000 in cash. If I expect to see returns greater than 7.2

Loans 67

Loans HR FHA loan Equity 67

Afford Anything

JANUARY 10, 2022

We owe $220,000 on our house, at an interest rate 3.75% and have $110,000 in equity. Some of this money will be diverted to my Roth IRA and I’ve opened a brokerage account with Fidelity to possibly invest some of the money in stock index funds. We contribute $12,000 a year to our brokerage. Should we have whole life at all?

HR 57

HR Brokerage Staging Equity 57

Notorious ROB

DECEMBER 19, 2022

Opendoor can try arguing that Opendoor Connect is a licensed real estate brokerage, and its listings are agent listings belonging to the main tab. There’s a long way to go before people will associate Zillow with financing, the way that they associate Rocket with mortgages. Zillow right now. Finally, D.R.

MLS 79

MLS Agents Pre-approval Brokerage 79