[vc_row][vc_column][vc_column_text]Investing in long-term trends and the shift in how society sees housing should be considered for your portfolio. The residential asset class continues to see an upcoming move of fewer homeowners and more renters. The U.S. is becoming a renter nation, and smart investors are preparing to leverage this trend into their portfolio. It’s easy […]
Monthly Archives: September 2019
What the Middle Class and Some High-Income Earners are Missing from their Investment Portfolio. Not only is the middle class shrinking, but their net worth is as well. A recent study from the Pew Research Center showed the middle-class is no longer in the majority. That’s a far cry from 1971 when middle-class Americans represented […]
[vc_row][vc_column][vc_column_text]Here’s a new way to defer, reduce and even eliminate your capital gains. I thought it would be interesting to share so I wrote this short summary. As part of the 2017 Tax Cuts and Jobs Act (“TCJA”), Congress created the Qualified Opportunity Zones (“QOZ”) program to encourage development in economically distressed communities across the […]
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[vc_row][vc_column][vc_column_text]In the past, miners used to carry caged canaries to measure the levels of methane or carbon monoxide in mines. The canary would die before the levels of the gas reached those hazardous to humans.[/vc_column_text][vc_column_text] Like canaries in a coal mine, ultra HNW investors give off investing signals when they sense trouble. [/vc_column_text][vc_column_text]Follow the allocation […]