The Quest for High ROI
Portfolio diversification, tax efficiency, profit generation, consistent cash flow, inflation protection, and wealth creation are the primary goals for real estate investing. In California, it is possible to excel in these areas with real estate investments.
How to Not Beat the Market
Investing is not a competition. Invest responsibly based on your tolerance for risk, frequency and timing of your cash flow streams, your timelines and your overall net worth.
Managing Your Money After Retirement
Taking the Right Kind of Risks The greatest challenge in investing as we age is to resist the urge to stop taking financial risk. In our minds, we are playing it safe by eliminating stocks [...]
Realty During Covid-19
A Guide for Buying and Selling Realty During Covid-19 became an important priority when the world came to a sudden halt and the State of California ordered us to stay home.
Selling Your House
Congratulations on starting the process of selling your home! This timeline will guide you through the steps required. I will provide insights on each step. You don't need to follow it exactly, but, it [...]
Markets and Behavior
When the stock market made a dramatic decline at the beginning of the millennium I was a registered investment advisor working in Northern California. Fortunately I was still teaching finance courses part-time at California State [...]