Analyzing REITs

Analyzing REITs

Real estate investment trusts are special-purpose entities, with special tax status, that own real estate and pass along most of the income from the real estate (rents or mortgage payments) to shareholders. They can own any type of real estate, and many specialize one...
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ETFs: A Low-Cost Alternative to Mutual Funds

ETFs: A Low-Cost Alternative to Mutual Funds

First pioneered by the American Stock Exchange in 1993, exchange-traded funds (ETFs) have seen their numbers soar in the past few years. In fact, there are currently more than 2,000 ETFs traded in the US—in just about every investment category you can imagine. the...
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How to Avoid Estate Taxes Through Gifting

How to Avoid Estate Taxes Through Gifting

Affluent investors hoping to avoid estate taxes on their assets have one handy trick to keep Uncle Sam from taking a share of their estate. Most investors out there won’t have to worry about estate taxes, which generally apply only to wealthy individuals. However, Biden...
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Finding the Best IRA Investments

Finding the Best IRA Investments

Identifying the best IRA investments is less a matter of asset performance and more a matter of asset type and tax considerations. Investors searching for the best IRA investments will typically approach those investments in the same way that they’d approach investments in their brokerage...
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Can LEAPS Investing Be a Substitute for Buying Stock?

Can LEAPS Investing Be a Substitute for Buying Stock?

LEAPS investing can be an effective portfolio strategy for investing in high-growth stocks while reducing your overall portfolio exposure by trading one type of risk for another. We’ve written before on the idea of using a LEAPS investing strategy for longer-term speculative investments but question...
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