Our Next Event: Alts Expo - Oct 4th
Our Next Event: Alts Expo - Oct 4th
401k plans are the workhorse of many retirement portfolios, allowing investors to accumulate significant wealth in a tax-protected account. Many entrepreneurs and small business owners are missing out on a massive wealth creation opportunity by failing to establish a Solo…
Health Savings Accounts (HSAs) are one of the most tax efficient accounts available today, boasting rare triple tax advantaged status. For some High Net Worth Investors, these accounts may be used as a “stealth” way to max out retirement savings.…
JPMorgan, Morgan Stanley, and Goldman Sachs are planning generative AI tools for their advisors. Will AI eventually manage your investment portfolio? Plus: the hits keep on coming for ESG, and mortgage REIT lending has all but dried up in 2023.…
The Roth IRA is an incredibly tax efficient investment account, but most high earners are not allowed to make contributions directly. Fortunately, there’s a “back door” into the Roth IRA that can enable many High Net Worth investors to shift…
Conventional wisdom has it that the world is quickly moving to renewable energy, and investments in oil & gas are tired and boring. But what if the conventional wisdom is wrong? Michael Johnston, host of the Tax Efficient Investor podcast,…
Multifamily is an incredibly popular real estate sector not only because of its potential for long term capital appreciation, but also because many multifamily assets generate ongoing income, month after month. James Hance, principal at Green Bison Capital, joins WealthChannel’s…
WealthChannel has a big announcement today: we are launching a new podcast! On the Tax Efficient Investor Podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies…
Debt rating agency Fitch downgraded U.S. debt from AAA to AA+ last week, signaling that the debt bomb may be getting closer to exploding. Plus: a major change to retirement catchup contributions is coming in 2024, and SEC regulators have…
Los Angeles is one of the most valuable and highest-performing real estate markets in the world, but finding value in such markets isn’t easy. Larry Taylor, founder and chairman at Christina, joins Andy Hagans to discuss why he is bullish…
In an era of high-yielding CDs and money market accounts, many investors are taking advantage of juicy yields; but are these investors making a mistake? Plus: Andy raves about the financial (and other) benefits of marriage, and Jimmy opines on…