Mobile Home Parks: Is This Undiscovered Real Estate Investment Right For You?

Jefferson Lilly from Park Avenue Partners and the Mobile Home Park Investors podcast and LinkedIn group tells us why he thinks mobile home parks are the best real estate investment available. Plus, Joe and Big Al answer a whole slew of your money questions: what percentage of natural resources should be in your portfolio? How and where should you invest … Read more

Guest:  Jefferson Lilly

Podcast #197
Asset Location

Asset Location: Where to Hold Your Assets Based on Tax Efficiency

There are three types of account where you can hold your assets. Determining which accounts you place certain assets, based on tax-efficiency and expected return, can have a significant impact on your after-tax net returns.

Taxable accounts, such as your individual accounts and trust, are taxed at the capital gains tax rate when distributed. Deposits in this account are after-tax.… Read more

Jason Thomas

What is Asset Allocation?

Have you ever found yourself wondering, “What is asset allocation and how do I use it in my portfolio?” Well, first let’s start at the beginning. Common investing practices usually include stock picking and attempting to time the markets in order to drive returns. This method opens investors to unnecessary risk. Alternatively, decades of time-tested financial research and performance shows … Read more

tax diversification

How Tax Diversification Can Improve Your Odds of Success

I know, I know. You probably read the title of this blog and immediately considered tuning out. But I think your perseverance will be rewarded, because while today’s topic is about taxes, what we’re really talking about is the quality of life in retirement. It’s about living large while paying less to Uncle Sam. And that, my friends, is very … Read more

Brian PerryBrian Perry