In Plus episode 443, we consider the repercussions of Fitch downgrading U.S. government debt and how to monitor the debt situation. We analyze Vanguard's new cash options. Finally, we review the recent fraud accusations for one of the real estate investments hosted on the Crowdstreet real estate platform. … [Read more...]
407 Plus: More on Annuities, Real Estate, Yield Curve, Strong Dollar, and Zombie Firms
In Plus Episode 407, we continue our discussion on fixed annuities and fixed index annuities. We discuss real estate crowdfunding platforms, inverted yield curves, Series I savings bonds, and is now a good time to invest outside the U.S. given the strong dollar. Finally, we explore what zombie firms are and whether they could cause a market crash. … [Read more...]
397 Plus: Wash Sales, Carried Interest, and Interval Funds
In Plus Episode 397, we look at what wash sales are and who polices them as it relates to tax loss harvesting. We look at the controversy in the U.S. regarding carried interest. Should private equity fund managers get favorable tax treatment? Finally, we look at what interval funds are, what the risks are, and why there are so many more of them. We specifically look at the Sweater Cashmere fund. … [Read more...]
394 Plus: Share Buyback Timing, Contango vs Backwardation, and the Fundrise Growth Tech Fund
In Plus Episode 394, we look at whether corporate management repurchases stock shares when the price is low or when it is high. We consider what contango and backwardation mean as it relates to commodities futures. Then we discuss whether commodity futures are generally in contango or backwardation during commodity bull and bear markets. Finally, we analyze a new fund offering by Fundrise that differs from their previous real estate related offerings. … [Read more...]
328 Plus: Investment Conditions Update, Ark Invest, and Fundrise
In Plus Episode 328, we review financial market returns year-to-date and the Flash PMI releases. We look at the success and challenges of Ark Invest, a new actively managed ETF platform. Finally, we look at how the Fundrise real estate platform has evolved including a look at its newest fund. … [Read more...]
229 Plus: RealtyShares Closing, Opportunity Zone Funds and Online Financial Planning
This week November 10, 2018, we review the recent announcement that the crowdfunding real estate site RealtyShares is shutting down. We review how to evaluate private real estate deals including platform risk as it relates to opportunity funds. We also look at a comprehensive online financial planning site (New Retirement) that you can try for free. … [Read more...]
170 Plus: Three Crowdfunding Platforms For Non-accredited Investors
This week September 2, 2017 on Money For the Rest of Us Plus analyze American Homeowner Preservation, Fundrise Income eReit and Wefunder, three crowdfunding platforms available to non-accredited investors. … [Read more...]
