We explore the forces likely to shape financial markets in 2026 and how to make better decisions as you pursue your goals this year. Topics covered include: Show Notes A Slightly Better You in the New Year by Roland Fryer—The Wall Street Journal Paying Not to Go to the Gym by Stefano DellaVigna and Ulrike Malmendier—American Economic Association Handbook of Cognitive Biases—Federal Intelligence Service FIS Employed full time: Median usual weekly real earnings: Wage … [Read more...]
448 Plus: Speculations, Automating Investments DRIPS, and Purchasing Land in Mexico
In Plus episode 448, we discuss speculations in marijuana stocks and AI. We explore how dividend reinvestment programs work, and the benefits of making sure there is congruence between one's personality and how one invests. Finally, we discuss what to consider when purchasing and developing a property in Mexico or another country. 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 Money For the Rest of Us Plus … [Read more...]
443 Plus: U.S. Debt Downgrade, Vanguard Cash Plus Account, and Crowdstreet Fraud
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. 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 Money For the Rest of Us Plus member. Learn More About … [Read more...]
434: Don’t Be Afraid To Invest In Commercial Real Estate
Why equity real estate investment trusts should be part of your investment portfolio despite the office sector's struggles. Topics covered include: Show Notes Slow Return to Work Pummels Office Stocks by Peter Grant—The Wall Street Journal REITs Likely to Attract Growing Interest from Private Real Estate Funds by Sarah Borchersen-Keto—Nareit Episode Sponsors Brooklinen - Get 20% off for Memorial Day Money Pickle – Schedule a free 45-minute video chat with a vetted … [Read more...]
417 Plus: Which Assets Now, How Much in Real Estate, Disinflation, Foreign Taxes, and CEFs
In Plus Episode 417, we consider whether there is an optimal price to renter the S&P 500 Index or other asset classes. We discuss what disinflation means. We consider what is a reasonable allocation to public and private real estate. We consider the impact of foreign withholding taxes on dividends. Finally, we look at the current closed-end fund landscape. 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...]
406 Plus: More on SVOL, Active Bond Funds, Vanguard Risk Rates, and Purchasing Real Estate in IRAs
In Plus Episode 406, David provides more detail on why he sold the Simplify Volatility Premium ETF. We discuss how all bond investing involves some active decisions and why an investor would consider an active bond mutual fund. We compare two Vanguard mutual funds with different risk ratings. Does a conservative fund losing more money this year than a more aggressive fund signify Vanguard's risk ratings are wrong? Finally, we explore how to purchase real estate using the funds in an … [Read more...]
370 Plus: Investing in Latin America Stocks, TIPS, and Single-Family Rental Homes
In Plus Episode 370, we review the inexpensive valuations for Latin American equities and what has driven the underperformance. We consider options for investing in Latin America and Brazil. We analyze the investment case for Treasury Inflation Protection Securities in the current interest rate environment. Finally, we analyze a single-family rental property on the Arrived Homes platform to determine if it is an attractive investment. Become a Member If you would like to listen to … [Read more...]
331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF
In Plus Episode 331, we profile a member in Bosnia who is deciding on a new asset allocation after selling a business. We consider whether investors in their thirties should seek tail risk protection against declining stock markets. We evaluate how rental real estate can be used as a bond substitute. Finally, we analyze the Amplify High Income Fund ETF (YYY) that invests in closed-end funds. We also discuss CEFL and CEFD that follow a similar strategy. Become a Member If you … [Read more...]
313 Plus: Advisors for Ultra High Net Worth Individuals, Annuities, Trading, and a Commercial Real Estate Update
In Plus episode 313, we assist a member who is seeking an investment advisor. We consider the role of investment-oriented annuities in a portfolio. We answer a member's question about trading. Finally, we review the commercial real estate market as a member who is looking to buy a rental office has not seen prices fall despite the recession and pandemic. 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 Money … [Read more...]
273: Mid Month Investment Conditions and Commercial Real Estate Update
In Plus episode 273 for the week of October 19, 2019 we look at market performance month-to-date as well as the latest economic releases to see if there has been any deterioration in investment conditions. We also provide an update on the commercial real estate sector in terms of pricing, returns, delinquencies, and outlook. … [Read more...]
