RESOURCES

Some of the highest flyers that led the market up and that had the most of their value far off in the future (by virtue of little to no earnings today) have been leading the way down. Rising housing costs, rising fuel prices, rising food prices and potentially less opportunity to use one’s house as a source of debt capital if home prices quit rising will pressure other consumer spending and investment flows

Prof. Adam Grant explores why people refuse to give up views that are incorrect and how we can do better. We cling to our familiar tools – assumptions, habits and instincts. Missing from our toolkit is an open mind.Thinking again takes humility, effort and training. It is not an easy mindset switch. It is worthwhile if we want to grow in wisdom and effectiveness. The appendix of the book gives action items for implementing the concepts discussed in the book.

Delaware Statutory Trusts (DSTs) allow gains on the sale of real estate to be reinvested in institutional grade, professionally managed real estate holdings while retaining tax deferral benefits under Section 1031.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

This video looks at where we are in the stock market cycle and offers some suggestions for how to move forward. Disclaimers can be found here: https://rothmaninvest.com/legal-disclaimer