RESOURCES

For generations, real estate investors have relied on IRS Section 1031 to do “exchanges” of their investment real estate without causing tax realization. This feature has been one of the pillars that have made real estate investing with taxable (non-retirement) money attractive. Investors can adjust their portfolio to reflect their current needs and the present opportunities while still deferring taxes. What if equity investors could do the same? Now, they can.

The Best Days tend to be interspersed with the worst days and during periods of chaotic market declines.

The world of investing has also been changing, and while many may be decades behind in their knowledge, misunderstanding the game of investing as it now is can have an impact on people’s lives.

What should we do given the election results?

If you've decided to get involved in philanthropy at any level, you're likely considering various options. While major organizations like the American Red Cross or Doctors Without Borders do incredible work, you might feel that your contributions could have a more significant impact locally. So, how do you go about finding reputable charities in San Luis Obispo County that align with your values and goals? Here are some steps to help you in your search.