Home Ownership

Whether you are purchasing your first home, upgrading or downsizing your current residence, or considering a second house, buying a new home or property is often both a financial goal and a major life event. Owning a home is one of the biggest investments you’ll make and one you’ll probably live with for years.

Before you purchase a home or property, an investment advisor can help you address some of the key financial questions you may encounter:

  • What price home can you afford?
  • Do you understand the tax implications, maintenance, and insurance requirements of home/ property ownership?
  • Will your home/ property purchase have any impact on your other financial goals?
  • Whose name will be on the title of the new property?
  • Will you be using a portion of your home as a business office?

Prior to your purchase, you should feel free to discuss the down payment, mortgage terms, and interest rate options with your financial advisor.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities and advisory services offered through SII Investments, Inc.
Member FINRA/SIPC, and a Registered Investment Advisor.
Insight Asset Management and SII are separate companies.
SII does not provide tax or legal advice.
Investments and Services available to residents of: CA, CO, IA, MI, NM, OH, OR, TX, VA
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IA State Registrations: CA, CO, IA, MI, NM, OR, TX, VA