Okay, I am not a direct real estate investment fanatic. Absolutely not. Further, I get that direct real estate investment burdens investors with … [Read more...] about A Dozen Reasons for Direct Real Estate Investment
investment
Rate of Return of Everything Line Charts
About a year and a half ago, a group of researchers published a study that summarized rates of return on equities, housing and bonds for 16 countries … [Read more...] about Rate of Return of Everything Line Charts
Lifetime Earnings Top One Percent Surprise
I encountered some pretty interesting data recently. The lifetime earnings of the top one percent, top five percent and top ten percent. A surprise … [Read more...] about Lifetime Earnings Top One Percent Surprise
Section 199A Rental Property Trade or Business Definition
Section 199A potentially gives real estate investors a deduction equal to 20% of their rental income. Some real estate investor with, say, $100,000 … [Read more...] about Section 199A Rental Property Trade or Business Definition
The Retirement Saving Section 199A Deduction Connection
Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend … [Read more...] about The Retirement Saving Section 199A Deduction Connection
The Wisdom of Elders: Bogleheads Three Fund Portfolio
Last Thursday, Taylor Larimore sent me a copy of his new book, The Bogleheads Guide to the Three-fund Portfolio. Saturday morning, I read … [Read more...] about The Wisdom of Elders: Bogleheads Three Fund Portfolio
Section 199A Changes Investment Portfolio Construction
The new Section 199A "pass-thru" deduction mostly matters to sole proprietors, partnerships, S corporations and real estate investors. In a … [Read more...] about Section 199A Changes Investment Portfolio Construction
Pascal’s Wager and Your Investment Portfolio
Blaise Pascal achieved fame and notoriety for several achievements. The 17th century French mathematician did ground-breaking work in geometry and … [Read more...] about Pascal’s Wager and Your Investment Portfolio
Siamond Withdrawal Rate Not a Pretty Picture
A couple of weeks ago, a respected and rather mathematical member of the popular Bogleheads online investing forum, Siamond, posted a thoughtful … [Read more...] about Siamond Withdrawal Rate Not a Pretty Picture
100% Stocks Allocation Suffers Two Big Flaws
A couple of times recently, I’ve encountered folks proudly using a 100% stocks allocation for their retirement savings. This approach, they say, … [Read more...] about 100% Stocks Allocation Suffers Two Big Flaws