Tag: Goals

FEATURE
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)

The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)

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Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth.

Join Robert Curtiss with guest Joe Carey,  alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax deferral strategy for real estate investors. 

Rob and Joe discuss:

  • When should real estate investors consider using a 1031 exchange as a tax deferral strategy
  • Why would clients benefit from utilizing a 1031 exchange
  • What are the costs associated with different types of Delaware Statutory Trusts (DSTs)
  • Ways 1031 exchanges add value to long-term wealth planning
  • And more!

Resources:

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About Our Guest:

In May 2018, Joe Carey earned his Bachelor of Science Degree in Finance at Siena College, achieving the Academic Excellence Award – Finance, which is awarded annually to the graduating student with the highest program GPA. 

Since graduating, he has committed to continuing his education through enrollment in the CFA Program, obtaining his charter in 2022. Currently, Joe is an Investment Officer at NYSTRS in the Investment Risk division, where he focuses on the ~$150 billion portfolio’s active risk, liquidity position, solvency during stressed markets, and asset allocation mix. 

Additionally, Joe is a leading member in the development of NYSTRS’ climate risk strategy, reporting, and assessment processes.

FEATURE
The Impact of The Media on Investment Decisions (Ep. 34)

The Impact of The Media on Investment Decisions (Ep. 34)

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Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio?

The real question you should be asking is if that information truly benefits your portfolio and long-term goals.

In this episode, Robert Curtiss discusses the importance of a well-diversified portfolio and long-term investment goals. He reveals the role of the media in investment decisions, how it can generate panic and lead to bad investment choices as well as how the media focuses on viewership rather than good investment advice.

Rob explores:

  • His very own noise-canceling headphones analogy and how it relates to the media when it comes to investments 
  • The Objective, Unemotional, and Rules-Based (OUR) process and its approach to creating a defined view of investment data
  • The value of researching your options and filtering out the noise
  • Reasons it’s important to pay attention to trends in the stock market
  • Different sectors to invest in depending on short and long-term investment goals
  • And more!

Resources:

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FEATURE
6. Goodbye 2021, Hello 2022!

6. Goodbye 2021, Hello 2022!

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With 2021 coming to a close, we are looking towards the new year with hope — and walking along the path of our goals is an important part of our future.

In this episode, Robert Curtiss shares his personal goals and expectations for 2022. He reveals his hopes for his business, his advice to clients as the year comes to a close, and how he will personally close out the year. Rob also highlights the importance of personal health along with financial planning in the new year.

Rob discusses:

  • His personal goals for the future
  • His motivation in life and business
  • The purpose of self-care for yourself and others
  • Advice for clients as the year comes to a close
  • And more!

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