-
2 weeks ago | 
wsj.com | Joanne Cleaver
From direct options like flipping a home to indirect like REITs, individual investors have a host of ways to gain exposure to the property sectorIndividual investors who want to diversify into real-estate investing have no shortage of options—from the direct, like purchasing a property to flip or rent out, to the indirect, such as real-estate investment trusts or crowdfunding syndicates. Now may be a good time to consider it.
-
Dec 10, 2024 | 
msn.com | Joanne Cleaver
Continue reading More for You
-
Dec 10, 2024 | 
wsj.com | Joanne Cleaver
Journal Reports: RetirementWhat It’s Like to Retire in BelgiumBy Dylan ParentiDecember 8, 2024 at 2:00 PM ETA former Californian wanted a less-stressful life. He ended up in Antwerp—and, for the most part, is thrilled that he did.
-
Oct 31, 2024 | 
fa-mag.com | Joanne Cleaver
It happens in Silicon Valley all the time, and likely in your area, too: the lightning-strike ‘wealth event’ that abruptly elevates a working professional to an imminent philanthropist.
What next?
Liza Hanks loves that question from advisors in the startup-studded swath of California served by the Silicon Valley Community Foundation.
-
Oct 31, 2024 | 
cnn.com | Joanne Cleaver |Paul Curcio |David Tony
Money Investing By Joanne Cleaver Paul Curcio David Tony, CNN Underscored Money Published 7:00 AM EDT, Thu October 31, 2024 Link Copied! vm/iStock Decades ago, hedge funds were concocted by money managers who wanted to take advantage of rapid or dramatic shifts in the market — making fast trades to “hedge” their portfolios when the market dropped. But since then, the term “hedge fund” has become a catchall for a variety of “alternative” assets that include ownership in privately held...
-
Oct 31, 2024 | 
cnn.com | Joanne Cleaver |Paul Curcio |David Tony
Money Investing / Wealth By Joanne Cleaver Paul Curcio David Tony, CNN Underscored Money Published 6:00 AM EDT, Thu October 31, 2024 Link Copied! Eva-Katalin/iStock Though their sassier sibling, exchange-traded funds (ETFs), claim attention and investor affection, sober, staid mutual funds offer unique advantages, too. Here’s the rundown on what plain-vanilla mutual funds offer and how to figure out if this type of classic investment vehicle suits your needs. We receive compensation from our...
-
Oct 29, 2024 | 
cnn.com | Joanne Cleaver |Paul Curcio |David Tony
Money Investing / Retirement By Joanne Cleaver Paul Curcio David Tony, CNN Underscored Money Updated 3:19 PM EDT, Tue October 29, 2024 Link Copied! Onfokus/iStock For some retirees, annuities offer the appeal of guaranteed income for a specific amount of time. That time could be a few years or a lifetime, however long that turns out to be. But annuities can be hard to understand. How much money do you have to commit to get an income that’s worth sacrificing flexibility? How can you figure out...
-
Oct 11, 2024 | 
cnn.com | Joanne Cleaver |Paul Curcio |David Tony
Money Investing / Retirement By Joanne Cleaver Paul Curcio David Tony, CNN Underscored Money Published 6:00 AM EDT, Fri October 11, 2024 Link Copied! yongyuan/iStock Annuities set you up for life, if properly integrated into your financial plan. But what happens to the annuity after you die? It’s essential to plan at the beginning for your end. On top of all the other complicated decisions you have to make about what type of annuity to consider, the term and the investment mechanisms that...
-
Oct 3, 2024 | 
fa-mag.com | Joanne Cleaver
Independence isn’t always the same thing as freedom.
In 2016, that truth dawned on Greg Grooms as he explored options for transitioning his then- $300 million practice to a new business model.
He needed a bigger platform to potentially scale and a bigger marquee than the affiliation with a local CPA firm with whom he’d started the practice.
But being on his own felt too much like going it alone.
-
Oct 2, 2024 | 
cnn.com | Joanne Cleaver |Paul Curcio |David Tony
Money Investing / Retirement By Joanne Cleaver Paul Curcio David Tony, CNN Underscored Money Published 6:00 AM EDT, Wed October 2, 2024 Link Copied! supersizer/iStock The promise of guaranteed lifetime income that’s inherent in an annuity depends on how you define “income” and “lifetime.” The financial machinery that underlies any annuity is complicated and impossible to simplify into a formula. Time and money are the two major variables that you can adjust to potentially buy an annuity at...
