Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3
In this third and final installment of real estate taxation, we look at how tax considerations and strategies vary by specific types of real estate investments.
The Role of Cash in a Portfolio: Searching for Alpha for March 2015
There are pragmatic and strategic reasons to keep cash in the portfolio now. Then there's the high valuation of U.S. stocks.
Managing Tax Strategies of Real Estate Investments, Pt. 2
In this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or to reduce their tax liabilities.
Managing Tax Risks of Real Estate Investments, Pt. 1
The risks of a long-term capital investment required for real estate, several forms of investment have evolved, each offering a degree of mitigation of one or more of these risks.
Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Now Comes the Hard Part for Greece
Friday’s accord was necessary but far from sufficient. The larger challenges ahead to resolve the Greek crisis will be far more difficult to overcome.
Get Ready for $10 Oil
Global demand remains weak, output is growing and OPEC’s power is eroding, columnist Gary Shilling warns.
Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
Currency Wars Have a Nuclear Option
There is a big difference between countries that use domestic tools for domestic purposes and those that target currencies to gain an unfair trade advantage.
Bank of America Mixed Serious Banking and Fun Swaps
There is a widespread belief that banks shouldn't be using insured deposits to fund the creepy activities of their bond-trader and investment-banker colleagues.