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RESOURCES

Welcome to the Resource Blog! 


Stay informed with the latest updates from the Rothman Investment Management team and explore articles and resources to support your financial journey.

Educational Spotlight: Regret Thumbnail

Educational Spotlight: Regret

"Make the most of your regrets; never smother your sorrow but tend and cherish it till it comes to have a separate and integral interest. To regret deeply is to live afresh." Henry David Thoreau

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Educational Spotlight: Section 351 Exchanges Thumbnail

Educational Spotlight: Section 351 Exchanges

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.

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Time for a New Investing Paradigm? Thumbnail

Time for a New Investing Paradigm?

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.

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