Buying an Investment Property
Invest in a house In December of last year, a real estate agent who is a close friend brought our attention to a townhouse in short sale. The townhouse is in the fastest growing neighborhood...
View ArticleThe hassles of buying a short sale property
For folks who think we got a great deal on our investment property, they have to balance that with the hassles we were put through. All in life is fair; there is a reason why these houses are sold...
View ArticleWhat It Takes to Be a Landlord
Owning a rental property as investment may sound attractive to a lot of people who are sick and tired of the volatile stock market. However, owning a rental property is like owning a business. Do you...
View ArticleBuying My Primary Residence
Less than a week after we were done with settlement on a rental home purchase, we bought a house for our primary residence. The decision process for our primary residence purchase was vastly different...
View ArticleBeing a Landlord is not a Piece of Cake
Lease agreement I wrote about our rental property investment six months ago. We purchased the property for $180k, and we are earning a monthly rent of $1,750. That’s a great investment, with...
View ArticleThe best investment I’ve ever made
Person holding house I got my power bill yesterday for the first time after moving into my new house. I instantly felt half a million dollars richer. When we purchased the new house, one of the biggest...
View ArticleCrises and opportunities
Is Refinancing Right for You? Do you see any evidence of superior investment strategy for the last five years? Seems all is correlated and all is going nowhere. This is a question I got from a reader...
View ArticleWhy you need to do estate planning
Judge’s gavel Why do I need an expensive lawyer to do estate planning for me? Why can’t I just write my will on a piece of paper with two people as witnesses? This is a question I got from a woman who...
View ArticleTop Ten Wealth Management Posts in August 2012
10. How investors lost money: evidence from mutual fund flows 9. Irrevocable Life Insurance Trust 8. Top 10 Reasons You Can’t Get Rich Buying Facebook Stocks 7. Recession and stock market performance...
View ArticleHow to invest in real estate: Part II
House for sale My wife and I own a couple of rental properties, so I feel like I am qualified to give my 2 cents worth on another way of investing in real estate – owning rental properties directly....
View ArticleHow to invest in real estate: Part III
Commercial property investment For investors who can’t stomach the volatility of real estate investment trusts (REITs), but also don’t want to get their hands dirty, there is the middle way in real...
View ArticleQE3 and your investment, mortgage, money etc.
Last week, the Fed announced another round of quantitative easing (QE3). This time around, they plan to buy $40 billion worth of mortgage-backed securities with created money until the employment...
View ArticleTop Ten Wealth Management Posts in September 2012
10. How investors lost money: evidence from mutual fund flows 9. Portfolio rebalancing returns 8. Is P/E ratio a useful stock valuation measure? 7. Why Asset Class Diversification is Superior 6. Small...
View ArticleTax planning tip: Timing and type of charitable gifts
Tax planning tips [Guest Post By Cal Klausner] Charitable contributions should be timed so as to obtain the maximum tax benefits, either in 2012 or 2013. If a taxpayer plans to make a charitable...
View ArticleTop Ten Wealth Management Posts in October 2012
10. Recession and stock market performance 9. Life settlement for (convertible) term life insurance 8. Small Cap Value: Risk and Returns 7. An Investment Rule for Young People 6. Why Asset Class...
View ArticleFix-Up and Tear-Down Investment Property
House for sale Last week, my wife found another fabulous piece of real estate to invest in. It is a two bedroom/one bath bungalow. It is a 10-minute walk from a metro (subway) station and 15-minute...
View ArticleTop Ten Wealth Management Posts in November 2012
10. Why Asset Class Diversification is Superior 9. Recession and stock market performance 8. The High Cost of Fee-based Financial Advisors 7. Variable Annuity Fees You Don’t Know You are Paying 6. Is...
View ArticleTop Ten Wealth Management Posts in December 2012
10. Variable Annuity Fees You Don’t Know You are Paying 9. Is P/E ratio a useful stock valuation measure? 8. Small Cap Value: Risk and Returns 7. Why Asset Class Diversification is Superior 6. An...
View ArticleTop Ten Wealth Management Posts in January 2013
10. How Often Do Market Corrections Happen? 9. Why Asset Class Diversification is Superior 8. Small Business 401k, Big Plan Fees 7. Why doctors don’t get rich 6. An Investment Rule for Young People 5....
View ArticleHow to lose money on your own house
House for sale Recently, a client called to tell me that he had finally got the big boulder off his back, and it was such a relief for him. The “big boulder” he referred to was his big house, with a...
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