Category Archives: Investment Property

21 Days In: The Financial Decisions Worth Revisiting This Year

Posted on by
Reply

Dear Mr. Market:

They say it takes 21 days to make or break a habit.

They also say that by mid-January, most New Year’s resolutions have already been abandoned. Gym attendance drops. Diets loosen. Optimism fades just a bit.

Markets, of course, are indifferent to all of this.

But the timing is still useful. Three weeks into the year is often when clarity replaces motivation. And in wealth management, clarity tends to matter far more.

Rather than broad resolutions or generic financial advice, this is a short list of specific things worth revisiting this year, depending on where you are financially. Not because January demands it, but because these are the kinds of decisions that quietly compound over time.

Continue reading →

Protecting Your Fiefdom: Issues for First Time Landlords to Consider

Posted on by
Reply

Dear Mr. Market:th-22

Over the past couple of months we’ve had all eyes on you and to state the obvious it’s been a wild ride!  With all the recent volatility, the risks (and rewards) of the stock market were on clear display but today we switch gears to a different asset class and share some insight from our friend and guest author, Mr. Brian Chou, Esq.

Owning investment real estate can be a very rewarding and profitable experience, but it can also be a huge headache and a drain on resources. I remember when I purchased my first investment property several years ago, my head was filled with conflicting images of myself sunbathing on my private island and lying penniless in a gutter.  The possibilities and the liabilities seemed endless. Continue reading →