Planning Perspectives

Stock Market-Bear Market-Recession-NAPFA

Market Corrections, Bear Markets, and Recessions: A Primer

As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is no wonder that many investors find themselves questioning what lies ahead.  While no one can predict what the markets will do or how people will react to the news of…

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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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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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