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What is a Financial Plan?

A lot has changed over the years in the financial services industry. Mainly how financial services companies and professionals are to work with clients.... 

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What Causes a Housing Market Recession?

With economic turmoil wreaking havoc across the globe, it makes sense that some folks are starting to prepare for the worst. The housing market in particular may seem susceptible to a crash, as prices and interest rates have increased mortgage demand... Read More

How Long Do Recessions Usually Last?

With inflation at a 40-year high, GDP readings down for two consecutive quarters, and the stock market rising and falling like the tides, that all-too-familiar word has once again reared its ugly head: recession. Experts (like those at the National Bureau... Read More

The 4 Most Common Hedge Fund Investment Strategies

Unless you’re a seasoned institutional investor with a wealth of experience, knowing what makes hedge funds tick—and, more importantly, what makes them successful—is easier said than done. Especially since many hedge funds may end up underperforming... Read More

The Risks of Investing in Alternative Assets

When you invest in alternative assets, you invest in non-traditional methods that include real estate, hedge funds, private equity, art, and other collectibles, and even cryptocurrency. Any investment that is not in stocks, bonds, or equities is generally... Read More

Identify Real Estate Syndication Companies For Your Needs

Real estate syndication companies offer investors a way to invest in real estate of all types without having to handle property management or any of the hands-on approaches required in traditional real estate investments. At its core, real estate syndication... Read More

The 10 Biggest Tech Pre-IPOs in 2022

Pre-IPO companies can be a tremendous investment opportunity. Compared to investing in IPOs, which let you capitalize on a company’s existing success, pre-IPOs give you the opportunity to help grow and fund up-and-coming startups and unicorns, with... Read More

Discover Alternative Investment Strategies

Looking To Diversify? Consider These Alternative Investment Strategies To Add To Your Portfolio   The term “alternative investment strategy” is inherently misleading. While 56 percent of Americans own a stock portfolio, nearly 59 percent of... Read More

What Are the Pros and Cons of Delaware Statutory Trusts?

Delaware Statutory Trusts (DST) provide real estate investors with one of the most efficient ways of obtaining tax-efficient, fractional ownership interest in commercial real estate. A DST is similar to a limited partnership in that a group of investors... Read More

Investing in Real Estate Syndications

Real estate syndication, otherwise known as property syndication, involves pooling a partnership of investors who can contribute their own resources and capital toward purchasing properties that otherwise wouldn’t be affordable. In exchange, investors... Read More

What Are The Relevant Timelines For 1031s & QOZs?

Managing real estate investments over the long term can be a testing experience. It is not really set and forget, as there are running costs involved, bills, charges, and multiple taxes that need to be paid. When everything has gone well and you liquidate... Read More

What’s the Difference Between 1031s and QOZs?

What’s the Difference Between 1031s and QOZs? Before 2017, real estate investors had limited options to defer paying taxes, and a majority used 1031 like-kind exchanges to swap real estate assets without triggering taxable gains. Then Congress passed... Read More

Everything You Need to Know About 1031s and QOZs

Nobody likes paying taxes, and the same is true of real estate investors. For decades, investors have used Section 1031 exchanges, also known as like-kind exchanges, to swap real estate assets without triggering taxable gains. Now, thanks to a passage... Read More

Real Estate Syndications vs. Investing Solo: An Analysis

Investing in real estate is one of the most popular forms of investing across the world. Even those who have no financial background or limited understanding of money know very well the value of physical land and buildings. It’s most people’s dream... Read More