investment

How to Inherit a Million Dollars

February 10, 2020 By Steve

Over the last year, I helped several families administer a large-ish estate and disburse decent-sized inheritances. Which was fun and interesting … [Read more...] about How to Inherit a Million Dollars

December 16, 2019 By Steve

You probably need to prepare for the holidays you and your family celebrate. Or maybe start work on some year-end accounting. Accordingly, I want … [Read more...] about Sobering Up About Qualified Opportunity Zones

November 8, 2019 By Steve

Normally, we don’t blog about proposed tax legislation. Especially something like Elizabeth Warren’s wealth tax proposals. She hasn’t even won her … [Read more...] about Planning for the Warren Wealth Taxes

July 8, 2019 By Steve

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

June 24, 2019 By Steve

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

May 15, 2019 By Steve

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

September 17, 2018 By Steve

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

August 20, 2018 By Steve

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

July 2, 2018 By Steve

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

June 4, 2018 By Steve

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