EXECUTIVE SUMMARY Investors in illiquid real estate should be compensated with investment returns above what U.S. stock market investors receive. This is because real estate is illiquid – whereas U.S. large cap stocks are highly liquid. Historically, U.S. stocks market investors received an investment return of roughly 10% per year. Therefore, investors in illiquid real estate should […]
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Do You Really Need to Own International Stocks?
Given International stocks have suffered twice as many bear markets than U.S. stocks since 1970, why do people invest in international stocks? In this episode of Stay Wealth San Diego podcast we discuss how come.
Story People
Recently, I was wasting some time on the Twitternets. I came across the following exchange: Every single academic study ever done has concluded that REITs outperformed private real estate investment. – Dr. Brad Case — Blair H duQuesnay (@BlairHduQuesnay) June 21, 2018 Interesting. Please forward the research Not surprised though. More and more research is […]
Financial Planning Mailbag
You can hear all sorts of great financial planning questions answered on this week’s Stay Wealth San Diego podcast.
Assumptions
I recently ran the numbers on my own financial plan, using Define Financial‘s software of choice. A snippet of the results follow. I did this exercise because I wanted to know if it made sense to sell our house sooner rather than later. According to the financial planning software, there was a distinction. Apparently, I […]
Just Say “No” to Dividend Investing
Getting cash payments from your investments makes a great story. But, when it comes to focusing on dividend-paying stocks, the numbers simply aren’t there. There are better investments available, offering: Higher investment returns Greater diversification Lower cost Fewer taxes More flexibility In this episode of the Stay Wealthy retirement podcast we talk about all of the […]