Todd Schanel, CFA, CPA, CFP®

Equities Financial Advisor CFP JupiterFL

Investing in Publicly Traded Equities vs. Direct Real Estate (Part 2)

In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was provided.  In this article, I will try to more directly answer the question, “which is better, stocks or real estate”? First of all, that is probably the wrong question to…

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NAPFA-fee only-Retirement Planning

Investing in Publicly Traded Equities vs. Direct Real Estate (Part 1)

Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the advantages and disadvantages of each. Advantages of Directly Owned Real Estate Leverage: The primary advantage of real estate is the ability to use leverage. Leverage is an investment strategy where…

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Investment Management - NAFA - FeeOnly

Dimensional Fund Advisors and Vanguard (Part II): Dimensional’s Advantages

As I discussed in a previous article, Dimensional and Vanguard are similar but are different in some key respects.  While neither fund family relies on forecasting or individual security analysis, Vanguard funds are index funds while Dimensional funds are not. Both fund families are great options for investors.  However, Dimensional provides several advantages that may…

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Financial Advisor - Jupiter FL

How to Use Asset Location to Increase After Tax Returns

  Most of us have heard of asset allocation – the process of dividing a portfolio’s assets across various parts of the market according to an investment plan that takes into account an investors goals and risk tolerance.  Asset location, on the other hand, is a tax minimization strategy that takes into account how different…

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