Housing/Real Estate

TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES

October 14, 2016

TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES

Watch the related WEALTHTRACK episode.

CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO

August 23, 2013

CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO

– Offers value, appreciation, and diversification opportunities

– Best In Class Global Real Estate Funds

– Value-oriented: Third Avenue Real Estate Value Fund (TVRVX)

– Growth- oriented: Baron Real Estate Fund (BREFX)

CONSIDER BUYING A HOME SOONER RATHER THAN LATER IF PLANNING TO BE IN THE MARKET FOR ONE

February 1, 2013

Until recently waiting to buy a home paid off:

  • Prices going down
  • Mortgage rates were declining

Exact opposite happening now:

  • Home prices and mortgage rates are going up

Watch this Episode

CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND

September 28, 2012

Morningstar recommends:
Vanguard REIT Index ETF (VNQ)
VNQ Chart

VNQ data by YCharts

Morningstar also recommends holding REITs in a tax deferred account, such as a 401k, because their dividends are taxed as regular income.

Watch This Episode

Back to Top