Macroeconomic Trends Affecting the Upside Avenue Portfolio
Key stats and summary points: San Antonio unemployment rate dropped from 6.5% to 4.8% over the last 12 months Wages in San Antonio increased by 18% over the last 5 years San Antonio population grew by 9% over the last 5 years DFW unemployment rate dropped from 6.4% to 4.8% over the last 12 months […]
Top Tips for Using an IRA to Invest in Real Estate
Individual retirement accounts (IRAs) are known for holding stocks, bonds, mutual funds, and other traded investment assets. But that’s not all they can do. It’s possible to diversify your retirement portfolio and use specific retirement accounts to invest in real estate and other alternative investments. Self-directed IRAs (SDIRAs) is a type of traditional or Roth IRA. […]
Episode 4 – Upside Insights: How to Get My Money to Flow
Anna Sergunina, founder and president of MainStreet Financial Planning, gives you a simple and effective system to make sure your income and investments are flowing the right direction – toward your upside! She answers questions like: How do I plan my finances if I have irregular income (from commissions, contracts, or side-hustles)? What are the […]
5 Reasons a REIT Belongs in Your Retirement Portfolio
A solid retirement portfolio needs more than a selection of stocks and bonds, and the best retirement portfolio assets offer considerable stability and a historical track record of weathering economic shifts. Real estate is generally understood to be a solid investment and diversification tool for retirement portfolios. Real estate can offer a slow, predictable return […]
Why Multifamily Is a Smart Investment Choice
Investing in real estate has long been viewed as a stable investment and an exciting way to diversify an investment portfolio. For most individual investors, focusing on single-family homes has long been the focus, and many multifamily investment opportunities were simply out of reach due to available funding. Multifamily investing is now closer to the […]
The Best Types of Long-Term Investments
Whether your investment goal is retirement, financial independence, or simply to grow your personal wealth, a successful investment reaps real rewards over the long term. The foundations of long-term investing It’s tempting to jump into long-term investing, but before you start allocating funds, there are a few things you need to do first: Get your […]
Episode 3 – How to Invest More Tax-Efficiently with Justin Buddy Arce
Curious about what tax categories your investments fall under? Interested in learning what kind of investments help you reduce your tax liability? In this podcast episode, Justin Buddy Arce, Financial Advisor from NWF Advisory Group talks about When and how to pay taxes What taxes to pay The various tax categories for your investments Enjoy […]
Episode 2 – Upside Insights with Chris Palmisano
Do you want to know how you use your IRS or Employers 401K to invest in Real Estate? Chris Palmisano of Rocket Dollar gives tips on how you can use these accounts to invest in real estate. Check out the podcast episode on Anchor.fm Or Watch the YouTube video: Transcript Jessica: Hello everyone I’m Jessica Lee-Wen, […]
Episode 1 – Upside Insights with Daniel Ortega
Daniel Ortega from Vantage IRA joins Upside Avenue in our latest Upside Insights to explain what are Self Directed IRAs, Traditional IRAs, and Roth IRAs. Enjoy this episode with Daniel Ortega Check out the podcast episode on Anchor.fm Or listen on Spotify Watch the YouTube Video: Transcript Daniel: Good morning, my name is Daniel Ortega. I’m […]
REIT Investing 101: Why Invest in Real Estate?
Why is real estate investing so important to an investor or a portfolio? Upside Avenue CEO Yuen Yung talks about how real estate is an important part of any investment portfolio as a diversification tool that helps you weather the ups and downs of the stock market. The key benefits of owning real estate are: […]
