Macroeconomic Trends Affecting the Upside Avenue Portfolio

aerial skyline town fields

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 […]

The Best Types of Long-Term Investments

Investing , finance , money

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 […]

Tax Advantages of the Upside Avenue REIT

Investing , finance , money

Real estate investment trusts (REITs) are a popular way for individual investors to own long-term investments like real estate without the hassle of having to buy or manage properties. REITs don’t pay corporate taxes and instead distribute at least 90% of their taxable income to shareholders as dividends. Due to their operating guidelines’ unique nature, […]

How Will the Election Affect the Markets

election vote

Investors wonder about the election and the affects it will have on their investments The answer may surprise you. The election is a very big issue on everyone’s minds right now. Jim Denholm, Founder and CEO of IronBridge Private Wealth, joins us for our latest Upside Insights interview where he talks about what to expect […]

An Investor’s Guide to Alternative Asset Classes

Given that public markets are seeing huge swings and there are massive amounts of capital being injected into the economy, it’s a great time to consider expanding your investment portfolio to include alternative asset classes. These non-traditional assets have substantial benefits in times like this where economic uncertainty is at a record high and the […]

How to Protect Your Portfolio from the Effects of Coronavirus

The stock market just experienced its biggest drop since 2008 thanks to the reverberating effects of Coronavirus. How should investors respond? … The Centers for Disease Control (CDC) expects that the coronavirus (Covid-19) outbreak will continue spreading in the United States, with the World Health Organization officially naming the illness as a pandemic. This outbreak […]