Market Update The U.S. and real estate markets surged at the end of the year. The U.S. market was up 9.28% in the 4th quarter as measured by the Russell 3000 (the 3,000 largest U.S. companies) and real estate was up 12.35% in the 4th quarter as reported by the S&P Global REIT Index. Developed…
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Writings
Ep. 16 | How to Fix Your Investments When They Aren’t Working
“My investments don’t seem to be doing anything. Every time I look at a statement or check my balances online, they look stagnant. Something should be changed” Have you ever thought that? Today I want to share with you 3 things to help fix your investments. Listen on Apple, Google, or Spotify.
How to Earn Over 7% on Your Savings
Earning interest on safe investments is hard to come by these days. And with inflation here, the risk of losing purchasing power on savings accounts is a concern. When interest rates are low I must throw up the caution flags about the dangers of reaching for yield, that is, purchasing riskier and riskier securities that…
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Ep. 15 | How to Give Money to Your Heirs
Roughly $61 trillion will go to heirs between 2018 and 2042. On today’s episode, I’m going to share with you how you can properly gift by thinking through 3 big questions: 1. Why do I possess what I possess? 2. What should we pass on? 3. How can we give financial capital effectively? Show…
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When What’s ‘Not Working’ Is Actually Working
“My investments don’t seem to be working” “Something should be changed” Have you ever thought that? Take a look at this investment and you tell me if it seems to be working. Whatever that investment is should be replaced! And fast! It lost almost 4%! Alright, let’s do one more. Look at this investment and…
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Ep. 14 | The Do’s and Don’ts of Estate Planning with Sarah Suiter
On today’s episode, I speak with estate planning attorney, Sarah Suiter of PK Law. We discuss what estate planning actually is, why it’s so important, and the mistakes that most people make that you’ll want to avoid. Sarah Suiter of PK Law – Contact Information: sarah@pklawsandiego.com Show Notes: Why is estate planning so important?…
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