Entries by admin

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Workshop: Five Ways to Mitigate Taxes on Highly Appreciated Real Estate Investments

You are invited to what should be an interesting panel discussion on five strategies that help mitigate or defer taxes on highly appreciated real estate investments. While the 1031 exchange is known by many, it will represent only one of the five strategies that will be discussed by the panel. I do not know of […]


The Markets and today’s weather

Date this February 8, 2019 Headline: The Markets and today’s weather Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a chilling December. Since […]

Five Ways to Pay for Grad School

My oldest daughter is in her last year of undergraduate studies and is looking ahead to graduate school. My youngest has been accepted to a number of undergraduate schools and is already thinking ahead to graduate studies. So, this topic is very close to my heart. I hope you find some value in it. Rich […]

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Real Estate Investments Course Starts January 15, 2019 at UC Berkeley Extension, San Francisco Campus

The next Real Estate Investments for Financial Planners and Investors course starts soon. This class will serve as an important foundation for making buy, sell, and hold real estate investment decisions. The coursework includes An introduction to real estate investment basics The Real Estate Cash Flow model Real estate ownership and finance Case studies on […]


LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead.

LPL Research believes the following three themes will be key to the markets: Sustaining growth via fiscal policy. We expect the ongoing impact of fiscal stimulus will be readily apparent in 2019 and that policy will continue to play an important role for the economy and financial markets—potentially extending the duration of the current business […]


Latest Market Action

Another year is drawing to a close, but so far neither market volatility nor market-moving headlines have shown any signs of winding down. As we reflect on a challenging 2018 and look for bright spots in 2019, confidence in continued steady growth in the US. economy remains. The list of the market’s concerns is long, […]

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How Medigap Choices Are Changing

Plan F is fading away, and Plan G may become the most selected option. Soon, the most popular Medigap policy will no longer be sold. Seniors will lose the chance to buy Plan F in 2020 as well as the less popular Plan C.1,2 These policies cover Medicare’s Part B deductible, which is currently $183. […]

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A Retirement Wealth Gap Adds a New Indignity to Old Age

Many middle-class Americans are financially unprepared for retirement—and that is leading to an array of social tensions This is an interesting article, and a potential “need-to-know” for those planning to move when they retire. According to this Wall Street Journal article, an unexpected problem could surface when you move from your pre-retirement “work” home into […]