Pre Loader

Balance Sheet

/Balance Sheet

The Third Side of Your Client’s Balance Sheet

The Holidays are upon us and I hope you enjoy this time of year like I do. I would imagine you are preparing for year-end reviews with your clients and tax questions from your clients as I am. One of main points of discussion I have with my clients in our Annual Reviews is what their “Portfolio” looks like as far as asset classes and from there what are their plans in 2022 in managing the Real Estate Asset Class. Check out this chart below, the House as an asset is equal to Equities in America and that may come as somewhat of a surprise. This is why I call it the Third Side of the Balance Sheet.It is very large but