In Plus episode 314, we review month-to-date financial market returns, recent Federal Reserve actions, and the latest economic releases. We also consider the structure and tax benefits of Opportunity Zone Funds for U.S. investors. … [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...]
225 Plus: Additional Fixed Income Options, Investing In Private Capital and Online Security
This week October 13, 2018, we look at additional short-term fixed income options including inflation indexed bonds. We review what to look for when investing in private capital limited partnerships. Finally, we look at the risks of sharing financial accounts login information with third party personal finance apps and websites. … [Read more...]