As we’re winding down 2018, it’s time to rub our crystal balls and peer into the new year … and we see …. Taxes. For most high-earners, taxes are their biggest expense. And almost everyone who has to pay taxes would prefer not to … or at least pay less. So while there are MANY […]
The big story for 2019 will be … Read More »
If you’re relatively young, Social Security is probably just an abstract concept and another bite out of your paycheck. But before you tune out, consider that the U.S. Social Security program creates both problems and opportunities for real estate investors of ALL ages … including YOU. Big picture … Social Security and Medicare make up
Social Security, Inflation and Real Estate … Read More »
It’s hard to watch the financial news these days and not get the feeling the fragility in the financial system we’ve been concerned about … is starting to show. We grew up in California and learned as kids how to react to an earthquake … Get away from glass and hide under the shelter of a desk
Bitcoin, gold, oil, stocks, real estate, and popcorn … Read More »
Whether you’re an active real estate investor out there finding and managing deals in your own account … … or you’re a passive investor looking to invest in someone else’s deals … … or you’re a syndicator putting together deals on behalf of your passive investors … … it can be smart to think like a big dog. After
Think like a big dog … Read More »
With less than 7 weeks remaining in 2018, we’re taking a short break from our obsessive-compulsive perusal of the financial news. Because with an exciting New Year about to begin … full of hope, challenges, and opportunities … it’s a great time to focus on some important fundamentals. Lesson# 1: Invest in yourself first and
Seven lessons for better investing … Read More »
If you’re an American, unless you’ve been in a coma or living under a rock, you know the United States just had one of the most energetic mid-term elections in quite some time. The day after, both sides are disappointed … and both sides are claiming victory. One of the advantages of being older is
The mid-term morning after … Read More »
In the swirling sea of capital that makes up the global economic ocean we all invest in … … big fund managers are pay close attention to a variety of factors for clues about the ebb, flow, and over-flow of people, business, and money. Right now … it seems like a BIG wave of money
There’s MORE money headed into real estate … Read More »
WOW … the news is FULL of things to keep an investor awake at night. Some of it’s so exciting, you can’t wait to seize the opportunity. Other things are so spooky, you want to pull the covers up and hope it’s just a Halloween gag. Right now, stock market investors are learning it can
The future of interest rates … Read More »
Your reaction to the news of Sears’ bankruptcy would tell us a lot about your age and economic status growing up. But whether you’re sad and nostalgic because there’s another nail in the coffin of an iconic piece of Americana … … or you’re completely oblivious because the Sears brand has no meaning or relevance
Six lessons from Sears’ bankruptcy … Read More »
We all have beliefs that guide our investment decisions … even when we don’t put much thought into them. Sometimes we don’t even know what we believe, until we’re sitting in a pile of rubble asking ourselves, “What the heck was I thinking?” So sometimes it’s smart to slow down to go faster … investing
Forming a real-world investment thesis … Read More »