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06 Nov: Waiting Is Not A Virtue

A Colorado man recently made the local news for missing out on a lottery payout because he failed to claim the prize by the deadline. Peter Bayley played the lottery in April and had up to six months to redeem his winning…

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02 Oct: 1031 Exchanges Become Political

If Joe Biden becomes President, he has vowed to raise taxes on the rich and businesses and pledged to slaughter a commercial real estate sacred cow: the 1031 exchange (a.k.a “like-kind exchange”). Here’s a brief summary of the Biden tax…

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27 Sep: Top 3 Mistakes of HNW Investors

Being rich doesn’t guarantee you’ll remain rich and just because you were successful in one field doesn’t mean you’ll be successful in another. Making money and preserving it requires avoiding financial mistakes that will drain your resources. Nobody is immune…

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16 Sep: Polls & Opinions VS. The Odds

If presidential polls are to be believed, it would be President Hillary Clinton preparing for the next election and not President Trump. The polls before the 2016 election all pointed to a Hillary landslide, but things didn’t exactly turn out…

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11 Sep: Run From The Stock Market Zombie!

You’re probably asking yourself why I’m calling the stock market a zombie. After all, the stock market has made an amazing comeback after shedding nearly a third of its value in March due to COVID-19. We should all be celebrating…

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28 Aug: Tax-Free Investing In Alternatives

Uncle Sam favors innovators and entrepreneurs. The tax code is one prime example – with deductions and benefits sprinkled throughout its pages to encourage entrepreneurship vs. punching a clock. With the right planning, an investor looking to maximize income while…