Avoid Financing Obstacles In a 1031 exchange transaction, the debt placed or assumed on the replacement property must be equal to or greater than the debt relieved in […]
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1031 Exchange vs. Delaware Statutory Trust: 10 Reasons to Consider Delaware Statutory Trust
Why Real Estate Brokers Recommend DSTs to Their Clients
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
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 • […]
Delaware Statutory Trust Case Studies
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 […]
Stock Market Trump Vs Obama
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 […]
FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE
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 […]
WHY SHOULDN’T I USE A FINANCIAL CHECKLIST?
"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 […]
A HOMEOSTATIC TALE: "A BRAVE NEW WORLD"
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 […]
FAMILY SAVINGS: A TALE OF TEAMWORK
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 […]
A TRANSFORMATIVE TALE: "LIKE US, THERE'S MORE THAN MEETS THE EYE"
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 […]
A THIEF'S TALE: "DIAMOND GIRL"
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 […]
A TALE OF DUTY: "WHAT IS THE COMMON SENSE APPROACH TO INVESTING?"
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, […]