How home equity investments, income share agreements, and music royalties work, and how they have elements of equity and debt. Topics covered include: Show Notes Unlock Product Guide—Unlock Point and Atalaya Capital Management Close Oversubscribed $141 Million Home Equity Investment Rated Securitization—Global Newswire What Colleges Should Know About Income Share Agreements and Private Education Loan Requirements by Rich Williams—Homeroom CFPB settles claims against … [Read more...]
350 Plus: Taking Out a Home Mortgage to Invest, Tax Loss Harvesting, and TIPS
In Plus Episode 350, we compare reverse mortgages to home equity loans. What to consider when deciding to take a home mortgage to invest in other assets. We look at tax principles when it comes to investing and explore how tax-loss harvesting works. Finally, we review the pricing of Treasury Inflation Protection Securities and how to estimate their returns. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a … [Read more...]
159 Plus: A Few Stocks Usually Drive Benchmark Returns
This week May 27, 2017 on Money For the Rest of Us Plus we profile a recent study by Ned Davis Research that shows in most years a handful of stocks contribute to more than 50% of returns for market capitalization indices such as the S&P 500 Index and the NASDAQ 100. We also discuss a member's asset allocation for an inherited investment account. Finally, we discuss whether buying a home is an investment. … [Read more...]
MNY062 Plus: What To Do When Too Much Of Your Net Worth Is In Your Home
This week's Money For the Rest of Us Plus episode discusses a question raised by a Hub member who has 45% of his net worth in his Boston condo. He is worried about being too exposed to the Boston real estate market. We review his options and take a deep dive into futures contracts tied to the Case Shiller Home Price Index. The episode length is 17 minutes. … [Read more...]
