Is Airbnb a Source of Tax-Free Income for Property Owners?  It Depends.

Category: Wealth Enhancement

June 1, 2016  |  

Is Airbnb a Source of Tax-Free Income for Property Owners? It Depends.

The rising popularity of online home sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your home-town is hosting a major concert, sporting event or world leader’s visit like the Pope’s recent stop in Philadelphia, owners can rent out their residences at […]

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August 18, 2015  |  

The Vacation Home Primer – 7 Key Considerations Before you Pull the Trigger

Key Takeaways: Purchases of vacation homes have spiked over the past few years. Before purchasing your getaway home, consider whether you plan on using it for yourself or for renting. When considering a purchase, account for extra expenses such as insurance, taxes, utilities, furnishings and upkeep before taking the plunge. It’s summer time. So if […]

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June 5, 2015  |  

Why Stock Market Forecasting is Usually Worthless

Even after all these years, the debate over “active” versus “passive” management continues to be a hot button issue in the financial services industry. The idea of stock market forecasting (i.e. market timing) is a concept on which conventional wisdom is based. This belief also just happens to be supported by several powerful industries (Wall Street and the financial media) worth trillions of dollars.

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March 31, 2015  |  

Why Does Active Investing Flourish?

Earlier this month, I had the opportunity to run an educational workshop at the SPA/AAP Pediatric Anesthesiology 2015 Meeting. The workshop was entitled “Evidence-Based Investing and Financial Planning.” We covered the 12 most important insights about evidence-based investing and how those insights can be applied to a rational financial planning process. Evidence-Based Investing is the […]

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February 24, 2015  |  

For Better Investment Results, Rely on the Evidence

Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing requires predicting markets. More than 60 years of academic research says otherwise. Still, investors are often distracted from the focus on their long term goals by the […]

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June 27, 2014  |  

Investing Fundamentals – Risk and Return

Risk and Return Tilting your portfolio to gain exposure to stocks with higher expected returns is a sound investment strategy. Key Takeaways In theory, well-established large stocks and high-flying growth stocks would seem to deliver superior returns to investors. Not so. Research shows that over time small stocks and value stocks outperform large cap stocks […]

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July 24, 2013  |  

Retirement Plans for Small Businesses

If you’re self-employed or own a small business, a retirement plan can help you and your employees save for the future and at the same time have significant tax advantages such as: – Your contributions are deductible when made – Your contributions aren’t taxed to an employee until distributed from the plan – Money in the […]