“Yes, I am one of those lucky few who have won some extra spending money on a game show. In my case, that show was Wheel of Fortune.”
“Despite surging 16% in 2019 while the stock market remained muted, REITs are not very well understood by the average investor. That’s a shame because they can be great investments. Legendary money manager David Swensen puts 20% of Yale’s $30 billion endowment into real estate.”
“These past 6 years I’ve worked to minimize our current and future tax burdens, legally and respectfully. Roth conversions, Capital Gain Harvesting, and zero-tax Roth contributions are all part of the tax optimization arsenal.”
“Spring is typically the most active season in real estate, however, the broader housing market showed signs of slowing in March compared to a year ago despite some unexpected hot spots.