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Three Key Strategies Investors Use a 1031 Exchange For

Most investors who are familiar with the 1031 Exchange, know it as an investment structure that enables an investor to defer capital gains tax on the appreciated value of a real estate investment property. And this is certainly one of the most attractive benefits an exchange offers, but it is not the only one. In fact, there are several strategic reasons why a 1031 exchange might appeal to prospective investors, and in this post, we look at a few of those.

DST Diversification 1031 Exchange Estate Planning Tax Planning By on Sep 16, 2020

Stocks Continue Downward Slide

In this week's Market Update, financial advisor, Jeffrey Bangerter speaks upon the volatile path hindered by the upcoming election, uncertainty in the economy, and another delay in fiscal stimulus. The shortened week of trading following Labor Day led the Nasdaq into correction territory.

Market Update By on Sep 15, 2020

Stocks Stall as Recovery Continues

In this week's Market Update, financial advisor, Jeffrey Bangerter discusses the late week sell-off as technology companies slipped in the last part of the week. The labor market recovery continued as shown by a series of employment-related reports by ADP.

Market Update By on Sep 09, 2020

Stocks Power High

In this week's Market Update, financial advisor, Jeffrey Bangerter describes the week on Wall Street with the positive COVID-19 developments. Stocks power higher with promising news from U.S. and China video conference. There are changes in the Dow Industrials with new stocks added amidst the Dow-component Apple stock split.

Market Update By on Sep 04, 2020

How to Select a Financial Advisor

Selecting a financial advisor may be one of the most important decisions you ever make. After all, you will be entrusting your financial well-being to this person who will help you plan, invest, and manage your money throughout your working life and through retirement. That is no small responsibility.

Financial Planning Financial Advisor By on Aug 27, 2020

Stocks Reach New Highs

In this week's Market Update, financial advisor, Jeffrey Bangerter reviews the record-breaking week on Wall Street for the S&P 500 and NASDAQ Composite. He then explains different factors for the new highs in the market including the confidence following the end of the COVID-19 pandemic.

Market Update By on Aug 25, 2020

Stocks and Consumer Prices Rise

In this week's Market Update, financial advisor, Jeffrey Bangerter, follows up with the week on Wall Street. Consumer prices jump in July matching the increase in June. This week, the S&P 500 nears an all-time high coupled with a falling rate of COVID-19 cases nationwide.

Market Update By on Aug 20, 2020

Earnings Season Winds Down

In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of this week on Wall Street as Congress stalls to pass a new fiscal stimulus bill. Earnings season winds down with encouraging news reports and a decline in new COVID-19 cases nationwide.

Market Update By on Aug 14, 2020

Ten Biggest Mistakes 1031 Exchange Investors Make

A 1031 Exchange can be confusing and stressful leading many 1031 exchange investors to make critical mistakes.

Retirement COVID-19 Financial Planning By on Aug 13, 2020

Stocks Have Mixed Reactions

In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of the stock market's reaction to this week on Wall Street. In addition, he informs us on this week's key economic data and companies reporting earnings. Join us every week for our Weekly Market Update.

Market Update By on Aug 04, 2020