While leverage typically amplifies returns on both the upside and downside, return-stacking—if done correctly—provides you the opportunity for increased diversification without reducing your stock exposure—potentially lowering volatility.
Inflation is a word that seemed to dominate the news in 2021. Most of us understand that inflation is when the cost of buying items and services is higher than it was for same items or services last year—or last month.
Let's say you own a dividend-paying stock, and you want to sell it, but you know that normally the stock pays a dividend before the end of the year. Should you wait until the dividend is paid before selling?
We review the best times/strategies to invest in real estate via the following six instruments: 1) BRRRR method (buy properties) 2) Private Real Estate partnerships and REITS (Fundrise, etc.) 3) Delaware Statutory Trust (DST) 4) Publicly-traded REITs 5) REIT Fund (mutual fund or ETF) 6) Interval Fund (hybrid between Private REIT and public REIT fund)
While the past year has seen a steady, heady increase in the stock market and your account values, we know it won’t last forever. There will be another pandemic, another election, another war, another something—anything—that will cause markets to tumble. We want to be properly invested for when that market decline arrives, but we also want to enjoy the ride on the way up.
For the last 90 years, the S&P 500 has an average return of close to 10% . The S&P 500 is an index made of the 500 largest companies in the United States. These days people expect the stock markets to always go up and to increase in value. What if they go down?