Accounting for Illiquid/Intangible Assets on Your Household Balance Sheet
Human capital: it’s not a stock. It’s not a bond. But it is a very real asset. Social Security: it’s not a stock. It’s not a bond. But it is a very real asset. Your home…
URL: https://obliviousinvestor.com/
Twitter: @michaelrpiper
Country: United States
Rank in the All-Star Money Directory: #100
Human capital: it’s not a stock. It’s not a bond. But it is a very real asset. Social Security: it’s not a stock. It’s not a bond. But it is a very real asset. Your home…
There are three main reasons why you might benefit from using a donor-advised fund: you get the tax deduction right away, they provide anonymity, they make it easier to donate securities (e.g., shares of mutual funds or stocks).
Roughly 10 years ago (December 2011), we switched our retirement savings portfolio from a combination of individual index funds to a single LifeStrategy fund. Here’s how we feel about it now.