Investments
Your Client’s Biggest Asset Isn’t in Their Portfolio
Permanent income, not last year’s income, drives allocation.
A business owner who had a rough year, but whose underlying economics remain sound, should not...
Is Real Estate Still THE Best Path to Passive Income? (Invited to Debate)
We’re all here for passive income, and when you say “passive income,” many people immediately think of rental properties. But, is real estate...
Federal Judge Strikes Down Education Dept.’s New PSLF Employer Rule
Borrowers at nonprofits, schools, and public agencies keep their PSLF eligibility — for now.
A federal judge has thrown out the Department of Education's...
When Information Is No Longer the Edge
When everyone has access to the same information, the risk is not only that analysis becomes commoditized, but that interpretation becomes social. Analysts...
Trump Just Stalled the Biggest Housing Bill in Decades
Dave:Mom and pop investors are dominating the housing market despite all the negative news out there. President Trump just declined to sign the...
Thinking of Using Your 529 Plan to Buy Your Kid a House? Here’s What The Rules Say
Can you buy your college aged child a house to live in for college using a 529 plan?This question is about qualifying 529...