Author: Kevin Taylor
Understanding the Guyton-Klinger Guardrails Method: A Superior Strategy for Retirement Income Management
When it comes to managing retirement income, the Guyton-Klinger guardrails method stands out as a robust strategy, offering a dynamic approach to withdrawals that adjusts based on market performance. Unlike static withdrawal strategies, such as the 4% rule, the Guyton-Klinger
Using a Delaware Statutory Trusts (DST) with 1031 Exchange Investments
Delaware Statutory Trusts (DSTs) are extremely popular with 1031 exchange investors. In addition to the tax mitigation aspects of the 1031 itself, they allow investors to diversify the make-up of an investment portfolio, access new buildings and investment types, and
Real Estate Risk Management: Commingling and Conversion
Commingling and conversion in real estate are two important concepts to understand. Commingling involves mixing funds together, while conversion occurs when funds are used for a different purpose than originally intended. For instance, if you’re a landlord and you deposit
How to Survive a Bear Attack? (Pt. 2)
Don’t Discard your Strategy During a Recession We own stocks for a very deliberate reason. These equities are inflation resistant, generate cash, and the good companies grow at a rate faster than the economy they are a part of. They
How to Survive a Bear Attack? (Pt. 1)
Growing your Investment Balance During a Recession One of the biggest reasons the rank and file investor loses money during a recession is a lack of focus and plan. It is true that markets will get volatile from time to
How to Survive a Bear Attack? (Pt. 3)
Get Comfortable with what Risk, Gains, and Returns look like. It is important to remember that the 20%/30%/40% returns stocks and accounts saw over the last 5 years are what is really the annually here. These returns are not sustainable
