Articles

Over the past decade, we have created a rather extensive database of educational articles covering a variety of topics ranging from investment real estate, tax mitigation strategies, wealth management, macroeconomics, etc. Our intent is for these articles to provide our clients with valuable information that will help them make excellent investment decisions.

Latest Articles

1031 Exchange Property Identification Rules

Published: May 2, 2017 in Real Estate

To defer capital gains taxes with a 1031 exchange, an investor must identify potential replacement properties, in writing, by midnight of the 45th calendar day after the close of escrow on...

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Types of Investment Risk: Operator/Management Risk

Published: June 27, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered ...

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Types of Investment Risk: Jump/Event Risk

Published: June 26, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered ...

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Types of Investment Risk: Reinvestment Risk

Published: June 25, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered ...

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Types of Investment Risk: Interest Rate Risk

Published: June 24, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Last Friday we covered&nbs...

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Types of Investment Risk: Natural Disaster

Published: June 21, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered ...

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