In our financial planning software, “success” is determined by still having at least $1 in your investment accounts at death. Naturally, most clients want 100% probability of success. We review very few plans with 100% confidence—there are far too many future variables.
If you’ve seen your monthly investment statement lately, you’ve likely been disappointed. It’s hard to stomach the drops this year in both the stock and bond markets.
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)