15.09.2023
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05.04.2022
25.09.2020
Bullish on Real Estate
Commercial real estate like shopping malls and multi-tenant office buildings have taken the brunt of the pandemic. At the same time, demand for industrial and warehouse space needed to serve rapidly-growing online commerce is surging. As is essential retail like grocery and home improvement centers,...
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09.03.2020
Another 2,000 Dow points. What is Happening?!?
The world seems to be entering a coordinated, coronavirus-sparked recession. Oil markets have collapsed--and soon production will too. The travel / leisure / entertainment industries are all reeling. Stocks are down, and Treasury bonds are up sharply--strong indicators that the economy is slowing rapidly. In terms...
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25.04.2016
Rethinking Retirement
At first, the goal is to save enough to retirement. But once that goal is achieved, many people find themselves asking, "Is that all?" Money cannot buy happiness, but money often provides the freedom to ask, "What do I want?"...
Read More 08.12.2014
5 tax-saving tips when giving to loved ones and charities
As the New Year approaches, many are considering year-end gifts to the people and charitable organizations. Giving is wonderful and generous thing to do. Not to mention, it feels great to give. And, maximizing your tax savings when you do it only enhances that feeling. Here...
Read More 12.11.2014
Income down in 2014? Consider a Roth IRA conversion.
Did you launch your own business in 2014? Or, are you simply between jobs, or experiencing a drop in income? If you’re going to fall into a low federal tax bracket this year, consider using it as an opportunity to convert your traditional, tax-deferred IRA...
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