Explore Expert Articles

1. DSTs Make Great Back Up Properties You’ve sold a property and you’ve identified a replacement property. Unfortunately, for a variety of reasons, the replacement property can’t settle […]

Delaware Statutory Trusts can help clients: • Defer long term capital gains and depreciation recapture • Receive tax-advantaged income • Provide heirs with a stepped-up cost basis • […]

Case Study #1 - A local CPA explains how their client was selling a property and would have to pay both a substantial capital gains tax and depreciation […]

A When to When Tale (Perception and Reality) I received a phone call in late June of 2019 from Vincent that wanted some advice with respect to the […]

Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If […]

"So Carlos, what do you think about when you step up to the tee on a par 5?" I recently got this question from a friend and I […]

One of the great gifts that humans have is the ability to self-regulate. For example, the body’s ability to maintain a constant temperature stems from its ability to […]

An essential component of financial success is the need to assemble a team of trusted advisors. Other than practicing the discipline of saving money I think it’s the most […]

In A Practical Tale, we learned the importance of understanding the expected behavior of asset classes, which of course impacts the expected behavior of your portfolio.  We can be […]

This tale focuses on a common investment pitfall. I call it stealing. It was a normal scam since it appealed to the victim’s common sense and trust. I […]

My father-in-law was a wise old Yankee from Massachusetts when I met him at the ripe old age of 63.  He was 17 years older than my mother-in-law, […]

My 85 year old father recently received a solicitation from AARP.  For those that may not know about AARP, it stands for the American Association of Retired Persons.  He […]