Exit, Stage Left

As a financial advisor, do you think you’ll work till you drop? Or do you think you might actually retire and enjoy the good life someday. If you decide to sell, here’s how your practice might be valued.

The Real Cost of Spending

This article I wrote for T. Rowe Price shows that investors need to look at today’s expenditures not just in absolute terms, but also in terms of their potential future value. A family car for $380,000 anyone?

The Real Return on Real Estate

Leverage, sheltering of income and tax avoidance make calculating the real return on real estate tricky. This article, written for and published by Interbay Funding, a mortgage lender, does a deep dive on the nuances of calculating the real return on real estate.

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