My favorite quote that I read about opportunity zones thus far is from a representative of Skybridge capital. “Opportunity Zones are like high school sex, everyone is talking about it, but no one is actually doing it.” But what are these zones full of opportunity and why is it difficult … [Read more...] about The Elusive Opportunity Zone
I received a phone call from a family member a few weeks ago. They were calling with a coworker on speaker phone with a question about how he should invest his retirement funds now that he was approaching retirement. His question was, “I am 10 years from retirement and with the stock … [Read more...] about Why long term investing continues when you retire.
Warren Buffet defines investing as the delay of consumption today for greater consumption tomorrow. Think about that for a moment. Instead of buying something today for $100 dollars, if I wait a year at a 10% annual return, I will be able to buy something for $110 without having to do any additional work. Now when we invest for retirement, instead of waiting … [Read more...] about How to Invest for Retirement
Investing is the act of tying up money today into an investment with the hopes of getting a greater amount of money tomorrow. There are two main ways to achieve that “greater amount”. One is that your investment grows in value. The other is that you reduce the amount of taxes paid … [Read more...] about Tax Efficient Investing
Investing in the stock market is not for the faint of heart. Sure, everyone feels smart and like a great investor during a bull market, but what do you do when 2009 repeats itself? When the market punches you in the gut with a 54% decline from its peak causing you to lose half of your … [Read more...] about How to Cope with Market Volatility