Don V Hershberger Jr., CFP®, AIF®, CRC® has been named to the 2026 Forbes list of Top Best-in-State Wealth Advisors

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Pros and cons of a buy-and-hold real estate investment strategy

Pros and cons of a buy-and-hold real estate investment strategy

by Brennan Clark | Jan 18, 2022 | Uncategorized

There are generally two methods of real estate investing: flipping and buy-and-hold. Flipping means buying a property and selling relatively soon to earn capital gains. A buy-and-hold strategy will have you hold on to the property for a longer period of time to earn...
Advantages and Disadvantages of Flipping Houses

Advantages and Disadvantages of Flipping Houses

by Brennan Clark | Dec 14, 2021 | Uncategorized

Buying and selling real estate can be a lucrative endeavor if it is done properly. This type of property investment strategy, known as “flipping,” has potential for larger gains compared to simply holding a property in order to collect rental income. There are two...
Important Tips For Buying an Investment Property

Important Tips For Buying an Investment Property

by Donald Hershberger | Oct 7, 2021 | Uncategorized

Real estate has historically been a reliable way to accumulate intergenerational wealth which can be passed onto heirs. For this reason, many people will consider purchasing an additional investment property after they have bought a house to live in. However, owning...

How Does Capital Gains Tax Policy Affect Estate Planning?

by Brennan Clark | Aug 3, 2021 | Uncategorized

If you are looking to create or update your estate plan, you will want to understand how capital gains tax can affect your estate planning strategy. Failure to take capital gains tax policy into account can result in unexpected tax bills for your heirs when you...
Can Real Estate Be a Good Investment for Retirement?

Can Real Estate Be a Good Investment for Retirement?

by Donald Hershberger | Jul 29, 2021 | Uncategorized

There are many ways to invest for retirement purposes. Most people are familiar with traditional methods of preparing for retirement, such as a 401(k), IRA or even a portfolio of stocks and bonds. However, not everybody considers the potential of investing in real...
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The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

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