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My mother and I were on our way to spend Thanksgiving with my grandparents. For some reason, my mother started telling me about IRA’s and the power of tax-free compounding (Thanks, Mom!).
Financial advisors are encouraged to identify who their “ideal client” is. The idea is that it’s just impossible for a financial advisor to be effective if he or she serves a wide variety of different types of clients. Here is my definition of an ideal client for my firm.
If you’re like most investors, about 20-25% of your equity allocation is invested in international stocks. And you probably think that’s enough, but it isn't.
With interest rates low and uncertainty surrounding the stock market, retirees are turning to real estate to generate income. Let's break down the components of real estate investment and determine what is required to generate positive cash flow.