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  • Writer's pictureKurtney Noonan


”Creativity can be described as letting go of certainties.” - Gail Sheehy

We continue to see a lack of inventory as homeowners hesitate to sell and lose their low home mortgage rates. Letting go is tough in all areas, not just homes with low mortgage rates. Don’t stop forward movement and the creation of joy for yourself and your family because you don’t want to let go of that 3% rate – there is a larger picture to consider and greater things ahead.

Nearly 66% of U.S. adults age 65+ own equity through individual stocks, mutual funds, or retirement savings accounts, up from roughly 50% of Americans in the same age cohort before the 2008 financial crisis. Boomers are the only age group to see stock ownership rates rise over that period.

Conventional financial wisdom suggests investors should rotate from risk assets such as stocks into havens such as bonds as they get older, however, many abandoned the old “100 minus age” equity-allocation rule when, for much of the past decade as the stock market appeared to be the only place to get returns as interest rates hovered near zero. Real Estate has consistently offered a higher percentage of investment returns and continues to create incredible generational wealth.

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