Choosing Your Best 1031 Exchange Investment Strategy Selling an investment property often comes with a significant capital gains tax bill. Ouch. But Section 1031 of the IRS code offers a powerful escape hatch: the ability to defer those taxes by reinvesting the proceeds into a new, “like-kind” investment property. The catch? You have to follow…

Determine Your Asset Allocation Building your portfolio isn’t a one-size-fits-all affair. Let’s discuss how much risk you’re willing to stomach. Can you handle your portfolio diving one day and skyrocketing the next without losing sleep? If so, you might lean heavily into stocks. If swings make you uneasy, bonds might be more your speed. Consider…