Investors get sold on real estate funds because their performance isn’t attached to stock or bond prices. Today, Paul and Evan explain why real estate funds are less diversified than it seems, and why it’s important to understand their liquidity. Later in the show, Paul and Evan talk about the impressive wealth of the baby boomer generation and how it’s going to be passed down through inheritances.
Tax Planning Through The Four Phases of Retirement (Part 2)
How much you save for retirement is important, but what’s more important is how much you will get to keep. In a