Finance

The End Of The Commercial Real Estate Recession Is Finally Here

Since 2022, commercial real estate (CRE) investors have been slogging through a brutal downturn. Mortgage rates spiked as inflation ripped…

Read More »

How The Irrevocable Life Insurance Trust Saves Families From the Estate Tax Hammer

Lately, I’ve been thinking more about estate planning. Part of it is just getting older. Part of it is having…

Read More »

Artificially Feeling Poor May Help You Grow Rich One Day

What if one of the best ways to get wealthy is to trick yourself into thinking you’re broke? It sounds…

Read More »

Venture Capital Investment Terms To Know: MOIC, TVPI, & More

If you’re thinking about investing in venture capital or any private fund, you need to understand these five key terms:…

Read More »

FIRE May Make Building Multi-Generational Wealth Impossible

If you want to FIRE, one of my regrets was pulling the ripcord too early at age 34 in 2012.…

Read More »

Treasury Bonds Can Appreciate In Value Too – Don

During a bull market, most investors get excited about chasing risk. Despite sky-high valuations, there’s a tendency to double down…

Read More »

To Be A Successful Landlord, Setting Expectations Is A Must

The older I get, the more I dislike being a landlord. There’s too much potential for disappointment, misunderstanding, or outright…

Read More »

Not Regularly Checking Your Net Worth Has Some Great Benefits

I haven’t checked my net worth for four and a half months until recently. That wasn’t on purpose, because normally,…

Read More »

Owner-Occupancy Mortgage Fraud: Benefits, Risks, and Legal Workarounds

Embattled Federal Reserve Governor Lisa Cook is facing accusations of mortgage fraud—specifically, owner-occupancy mortgage fraud. The claim is that she…

Read More »

20-Year Treasury Bonds At 5% Looks Attractive For Retirees

I recently had a zero-coupon Treasury Bill redeem in the amount of $102,000. This money is part of the 35%…

Read More »