What are the Advantages and Limitations of the Markowitz Model?
The Markowitz Model was developed in 1952 and has remained a cornerstone of portfolio construction. Some swear by the theory, while others see weaknesses. Let's examine these differences to better understand the practical uses of the Markowitz Model.
When Does a Springing Power of Attorney Become Active?
A power of attorney is a legal concept, but it does not have to involve lawyers in most cases. There are numerous variations of power of attorney (POA), but the basic premise is to appoint someone else to act on your behalf. Typically, individuals may employ a POA for convenience or necessity.
Executing a 1031 Exchange With Multiple Owners: What You Need to Know
Many ownership structures exist when it comes to owning real estate. There are single ownership, partnerships, and LLC arrangements. Then, there are multiple-ownership set-ups, like joint ventures or tenants-in-common (TIC).
What is an Example of an Alternative Trading System?
If you decide to invest in a publicly owned organization, you could turn to one of several public markets and buy a certain number of shares.
What to Look for When Reviewing 1031 Exchange Property Listings
Let’s say you’re an investor with tangible real estate holdings. Perhaps you want to upgrade those holdings by acquiring higher-value (or higher cash-flow) real estate property. Or you might be tired of hands-on ownership and are considering exchanging that income-producing property into a Delaware Statutory Trust (DST).
Can You Sell Shares of a Delaware Statutory Trust?
Selling a fractional interest in a Delaware Statutory Trust (DST) begins by reaching out to the advisor who assisted with the original DST paperwork. The advisor plays a key role in coordinating the Delaware Statutory Trust liquidity process, collaborating with the DST 1031 Sponsor to locate a suitable buyer for your share. This organized approach ensures that all legal and financial considerations are addressed, creating a smooth transition that aligns with both the seller's needs and regulatory requirements. It's essential to follow this process for a successful sale and to ensure that all parties are in compliance with the laws governing DSTs.
Are Zero-Coupon Bonds Subject to Capital Gains Taxes?
Bonds are often used to balance portfolio risk and access steady income. Corporations or municipal entities may issue bonds, which are typically thought of as less risky but also less potentially rewarding than stock investments. Bond returns are generally known in advance and paid out to the investors from the time of purchase until the bond reaches maturity.
What is the Difference Between Asset Management and Wealth Management?
When managing finances and investments, two terms heard frequently are asset management and wealth management. While they share similarities, they serve different purposes and cater to distinct financial needs.
Can I Do A 1031 Exchange After Closing?
It takes careful planning and strategic execution to successfully complete a 1031 exchange. The keyword here is planning — you must decide prior to divesting your investment property to do a 1031 exchange. If you sell your property in a straight sale, you’ll be left out of the 1031 exchange process.
