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Generational wealth

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Life insurance

There are so many different options for buying life insurance but it’s actually not as complicated as it may seem. When it comes down to it, there are essentially two kinds of policies: term life insurance and whole life insurance. Term life insurance lasts for a specific amount of time (the term) and expires at the end of the term. Whole life insurance, on the other hand, is a form of permanent life insurance and lasts your entire life. There are more insurance plans that fall into these two categories, each with their own benefits and drawbacks.

Investing in stocks

Stock investing, when done well, is among the most effective ways to build long-term wealth. Learning how to invest wisely and with patience over a lifetime can yield returns that far outpace the most modest income. It all starts with understanding how the stock market works, what your investment goals are, and if you can handle a lot or just a little bit of risk.We are here to teach you how.

Investing in real estate

Real estate investing involves the purchase, ownership, management, rental and/or sale of real estate for profit. Improvement of realty property as part of a real estate investment strategy is generally considered to be a sub-specialty of real estate investing called real estate development. Real estate is an asset form with limited liquidity relative to other investments (such as stocks or bonds that openly trade on financial markets). It is also capital intensive (although capital may be gained through mortgage leverage) and is highly cash flow dependent. If these factors are not well understood and managed by the investor, real estate becomes a risky investment.

1720 I St NW

Washington, DC 20006


Hours of operation
 T-TH 7a-7p

(other times by appointment)

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