by Asset Strategy | Feb 6, 2023 | Investing
IRA stands for “Individual Retirement Account”. These accounts are traditionally used by individuals who either don’t have a 401(k) or are looking for supplemental retirement savings in addition to what they save through their place of work. There are two major kinds...
by Asset Strategy | Dec 13, 2022 | Investing, Real Estate
Real Estate can be a tricky asset. On one hand, it has the potential to grow in value at rates that at times may be greater than the broader stock market, can be relatively unaffected by stock market swings, can provide rental income, and can work. But on the other,...
by Asset Strategy | Dec 9, 2022 | Investing, Real Estate
If you’re on the fence about DSTs (Delaware Statutory Trusts) and are not sure if it’s the right option for you, remember to factor in how you can use a 1031 exchange to defer taxes before you decide about your DST real estate investment opportunity. Using a 1031...
by Asset Strategy | Dec 2, 2022 | Investing
Well, it’s that time of the year. Leaves are falling, snow is on the mountain tops, and tax filling extension season (10/15) has passed just as investors and taxpayers have healed from last year’s tax bill. As planning begins for tax mitigation for the upcoming 2022...
by Asset Strategy | Nov 28, 2022 | Financial Planning, Investing
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At...
by Asset Strategy | Nov 23, 2022 | Forbes, Investing
Thanksgiving seems an appropriate time to consider the “Turkey problem” as it relates to risk management. Nassim Taleb introduced the world to the “Black Swan” concept and used this example to illustrate the issue. Imagine the life of a turkey where a kind farmer...
