Your Rental vs the Market?
October 1, 2023  | By Kevin Smith, CFA

Thinking about buying a real estate investment property? With interest rates on investment property mortgages near 8%, it is more difficult to generate positive cash flow on these properties than even a year ago. Investors who can pay for a…Read More

Vacation Home Tax Treatment
March 2, 2023  | By David Lowe, CFP®

If you plan to own a vacation home, you probably already can envision your dream site. It could be a cozy mountain chalet, a relaxed beach house within earshot of the surf or a luxurious apartment overlooking the New York…Read More

Tax Advantages When Selling a Home
December 10, 2022  | By David Lowe, CFP®

What if you knew that up to $500,000 of gain on an asset would be tax-free? Would you consider investing in that asset? Chances are, you already own such an investment. More specifically, you live in it. As tax expert…Read More

What To Do With All That Home Equity?
May 3, 2021  | By Kevin Smith, CFA

Elon is here and he brought Tesla. It seems like a new celebrity or ultra-wealthy tech investor moves to Austin every week, and I hear casual Austin references in podcasts so often I barely take note anymore. This type of…Read More