No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill.
The Blog
Do I Even Need Life Insurance?
Life Insurance comes in so many flavors! Which one makes the most sense? Or, do you even need it? Listen to our latest episode of the Stay Wealthy podcast to find out!
Why California Rental Property is Not a (Historically) Great Investment
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 […]
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 […]
Got a Financial Planning Question?
Be it a basic question about plain-vanilla retirement, something sexy like early retirement, or my obsession with U.S. Treasury bonds, we want to know your questions about money. Send your money questions to podcast@StayWealthySanDiego.com. You can hear all sorts of great financial planning questions answered on this week’s Stay Wealth San Diego podcast.