In Plus episode 426, we analyze how to decide between 5-year TIPS or 5-year certificates of deposit. We explore how real estate investors defer taxes through 1031 exchanges and investing in Delaware Statuatory Trusts. Finally, we compare two higher risk strategies: A balanced portfolio of 3x leveraged ETFs or a return stacking strategy that combines stock and long-term bond exposure. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you … [Read more...]
362 Plus: Return Stacking, Investing in IPOs and a Self Storage Facility
In Plus Episode 362, we review the return stacking / portable alpha investment strategies. We look at whether it's worth it to invest in an IPO at its pre-offering price. Finally, we analyze a private self-storage unit real estate investment. 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 Membership Options » Plus Episode 362 View and Listen … [Read more...]
217 Plus: August 2018 Mid Month Update, Bank Loans and a New ETF
This week August 18, 2018, we review investment conditions in light of the emerging market sell-off. We provide an update on the bank loan sector. Finally, we look at a new levered ETF by WisdomTree, the WisdomTree 90/60 U.S. Balanced Fund ETF (NTSX). … [Read more...]
