Investing

Real Estate for Income and Diversification

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all investments, REITs also have risks and downsides. Pooled Property Investments An equity REIT — the …

Read more

March 2021 Market Recap

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being revised up by 156k more jobs.  March’s non-farm payroll employment shot up by another 916k jobs to move the unemployment rate down by 6%.  In addition, the “participation rate” (those …

Read more

February 2021 Market Recap: Continuing Trends

February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be continuing, with positive news on the coronavirus front,  unemployment being lower with 50k new jobs created last month, and a Q4 GDP advance estimate of 4.1%.  Further stimulus seems likely with the $1.9T …

Read more

Opportunity Zone Investment Deadline Extended

Typically, taxpayers that want to defer paying taxes on capital gains must reinvest their realized gain into a Qualified Opportunity Zone Fund within a 180 period after the date of sale.  Due to the pandemic, the 180 period was extended last year until 12-31-2020.  The IRS has released a notice that further extends the deadline …

Read more

Turbulent Times: Bear Markets Come and Go

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.1 Bear markets are typically defined as declines of 20% or more from the most recent high, and bull markets are sustained increases of 20% or more from the …

Read more
Page 1 of 212»