Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. However, as assets and personal information have become increasingly digitized and moved online, ensuring smooth access to digital accounts has become increasingly complicated. Digital assets range from email accounts and social … Read more

Chaos, Fear, And Uncertainty: Wonderful For Real Estate Investors – Go Health Pro

Chaos, Fear, And Uncertainty: Wonderful For Real Estate Investors – Go Health Pro

As I watch my stock portfolio correct, I take solace in knowing that my real estate portfolio continues to chug along despite the chaos, fear, and uncertainty. With mass government personnel cuts, new tariffs against Mexico, Canada, and China, a heated Oval Office exchange between President Trump and Ukraine’s President Zelensky, and sharp words from … Read more

Talk Your Book: State of The Real Estate Market – Go Health Pro

Talk Your Book: State of The Real Estate Market – Go Health Pro

Posted February 24, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by SS&C Alps Advisors: See here for more information on the REIT ETF On today’s show, we discuss: How interest rates affect the real estate asset class A bifurcation in office space real estate How investors view REITs as an … Read more

Why Residential Commercial Real Estate Looks Attractive in 2025 – Go Health Pro

Why Residential Commercial Real Estate Looks Attractive in 2025 – Go Health Pro

In this Financial Samurai podcast episode, I speak to Ben Miller, co-founder and CEO of Fundrise about his outlook for residential commercial real estate in 2025. Despite high mortgage rates, he’s taken a positive view and he shares the main reasons why.  Listen to my conversation with Ben by click the play button below or go to … Read more

Historical Returns For Stocks, Bonds, Cash, Real Estate and Gold – Go Health Pro

Historical Returns For Stocks, Bonds, Cash, Real Estate and Gold – Go Health Pro

One of my favorite market datasets just got its annual update. Aswath Damodaran at NYU publishes a yearly update of returns for stocks (S&P 500), bonds (10 year Treasuries), cash (3-month T-bills), real estate, gold and inflation going back to 1928. Plus this year he added small caps to the mix.1 These are the long-term … Read more

x