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Hedging Stocks with Real Estate Investment Trusts
“…for investment periods of 20, 25, and 30 years, the compound annual returns from equity REITs have exceeded those of the S&P 500 Index …...
Hemming, Hawing, and Hedging Options
In a volatile economic landscape influenced by Trump’s policies, investors must navigate uncertainty with diversified portfolios that include REITs,...
Henry David Thoreau in the Santa Cruz Mountains
Five years ago, I was a poor tax accountant who lived with city-loving wife in Santa Clara and a cheap rental I had obtained for $169k. Yet I...
Tax Dimensions of Retirement Savings
If you want to save on taxes, do what the government wants you to do. Indeed, save for retirement so you don’t burden your family or...
Emerging Markets Investments
“The U.S. innovates, China replicates, and Europe regulates.”—quoted in The Chistian Science Monitor Emerging Markets in Comparative Perspectives...
Ride Out the Storm of Global Tariff Wars
Hedge bets if you dare in uncertain or declining markets, but admit ignorance to “ride out the storm” with fundamentally sound market choices....