The Newsletter Professionals and Veterans Actually Read
Insider market insights, elite investment tips, and proven wealth strategies—delivered straight to your inbox, for serious investors only.
College Degrees Are Losing Their Long-Held Job Market Edge
Why families are questioning higher education and how smart wealth strategies can protect your future
For decades, the formula felt simple. Go to college, get a degree, and you would be protected from labor-market volatility.
The Complete Guide to 1031 Exchanges for Sophisticated Investors
Imagine selling a property and walking away without paying capital gains taxes—then using the full proceeds to buy an even bigger, higher-income property. Sounds like a fantasy? Not for savvy investors using 1031 exchanges.
Most investors leave hundreds of thousands of dollars on the table because they don’t understand how to leverage this powerful IRS strategy. For high-net-worth and sophisticated investors, 1031 exchanges are a cornerstone for portfolio growth, tax deferral, and scaling wealth efficiently. Here’s everything you need to know.
DSTs & 1031 Exchanges: What You Can and Can’t Do
DSTs qualify for 1031 exchanges thanks to Revenue Ruling 2004-86, which “created the structure and restrictions that allowed the trusts to become eligible for tax-deferral benefits” (Tax Notes, 2025). This ruling set the framework that allows investors to defer capital gains taxes—but it comes with strict boundaries:
U-Haul Migration Data Signals Where Smart Investors Are Positioning
Where Americans Are Moving—and What That Means for Real Estate in 2026
Every year, we hear opinions about where the housing market is headed. But every so often, real data cuts through the noise.
The 2025 U-Haul Growth Index, published heading into 2026, does exactly that.
Texas is back on top as the No. 1 growth state. Florida holds strong at No. 2. California ranks dead last—for the sixth consecutive year.