I’m bullish on real estate. Yet I recently sold another rental property. This type of incongruence between thought and action can feel unsettling and even counterproductive to wealth creation. But it doesn’t have to be. Because while maximizing returns is a big goal on your road to financial independence, it’s not the only goal. Sometimes, … Read more
A reader asks: The sentiment is quite bearish, and for good reason. How do you balance discussing/having a bearish outlook, with the tenets of staying invested for the long-term? Said another way, how do you answer or deal with clients that may hear these discussions and feel the need or ask to sell a portion … Read more
The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t found a single bearish forecast, which is somewhat worrisome. Most firms project the S&P 500 will close 2025 around 6,500—a solid 8.3% gain from the current ~6,000 level. If 2024 ends as expected, with the … Read more