The Opportunity Zone program is an exciting opportunity for both investors and the under-served urban and rural communities the program was designed to lift. Central to the program are significant tax savings and incentives. These are offered to potential investors to place their capital with Qualified Opportunity Funds (“QOFs”) for investment in Opportunity Zones to […]
According to author Chris Martenson in his 2012 book, Crash Course: The Unsustainable Future of Our Economy, Energy & Environment, there are only two out of the three types of wealth that matter and that investors should focus. First, the three types of wealth are: Primary Wealth. Primary wealth represents the physical resources from which […]
When you were a kid and adults asked what you wanted to be when you grew up, you probably answered with some common responses like a doctor, lawyer, astronaut, fireman, or other exciting or high-paying job. Today, you’re grinding through 8 to 12 hours a day, 5-6 days a week. As your income grew, so […]
[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 […]
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 […]