Blog

Image for The American Dream

April 20, 2024

The American Dream

From 1980-2023, the U.S. housing market returned 8.6% while the S&P 500 returned 14% when including dividends.

Learn More

Image for Passive Income Vol. 3: Preferred Stock

April 13, 2024

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?

Learn More

Image for Market Timing

March 30, 2024

Market Timing

"Stocks are so expensive! I can't invest now!" - Everyone

Learn More

Image for The Fixed Income Fallacy

March 23, 2024

The Fixed Income Fallacy

My advisor picks the best bond funds. These portfolio managers can add alpha because bonds are less liquid than equities.

Learn More

Image for Passive Income Vol. 2: Municipal Bonds

March 16, 2024

Passive Income Vol. 2: Municipal Bonds

Tax-free income and protection of capital?!?!… Its not an IUL, its municipal bonds!!

Learn More

Image for Passive Income Vol. 1: REITs

March 2, 2024

Passive Income Vol. 1: REITs

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.

Learn More