From 1980-2023, the U.S. housing market returned 8.6% while the S&P 500 returned 14% when including dividends.
Passive Income Vol. 3: Preferred Stock
Not quite a bond, and not really equity, preferred stock sits between these two major portfolio building blocks in the capital stack. So why should you consider adding preferred stock to your portfolio?
My advisor picks the best bond funds. These portfolio managers can add alpha because bonds are less liquid than equities.
Passive Income Vol. 2: Municipal Bonds
Tax-free income and protection of capital?!?!… Its not an IUL, its municipal bonds!!
If unclogging toilets at 2am at your rental property is not your idea of passive income, then you may want to consider a Real Estate Investment Trust.






