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Most everyone knows investing in Senior Housing is a good idea I’ve learned this watching the inarguable expressions I get when people ask me what I do, and I respond, “I manage a senior housing portfolio.” Fortunately, the wind has been at our backs for many years in this sub-sector of Commercial Real Estate.

As an Investment Adviser I manage individual investor’s savings, I also find senior housing developers; vet them based on their merits following our 100 point proprietary analysis, and then syndicate shares in those properties to individual investors who want to invest in real estate. …


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Coronavirus has been plaguing the stock market for weeks, pushing the markets to record lows! Market volatility can lead to some serious stress on the part of new and old investors alike. The constant up and down of the market can bring fear to even the most seasoned of investors. There are periods that are less volatile, but the days with no movement in the major market indices are few and far between. When dealing with market volatility, it’s important to keep several things in mind to avoid making major mistakes.

Have a Plan

Have a plan that’s made for you and your retirement. Taking on the appropriate amount of risk for your situation can be the most important thing you can plan for. Proper planning wins the race. Sticking with your plan will allow you to take advantage of the periods when the stock market is down. You’ll be able to buy more shares. …


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An increasing number of employers offer 401(k) plans for their employees. It’s estimated that the average employee will have 10 jobs before they hit 40 years old. This means that there are millions of 401(k) accounts that are essentially orphans. Most companies will allow old employees to leave the money alone, and 22% leave their money with their old employers. However, you might want to roll over your 401(k) to your new employer’s plan or an IRA.

Check Fees

Fees and expenses are one of the most important issues you’ll want to consider before rolling your 401(k) over. If your new employer has a plan with options that charge lower fees, it’s probably a good idea to roll your money into the new plan. Small plans can charge average fees of more than 1.4% on their employees’ investments. If you’re paying more than 0.50%, it’s probably a good idea to begin the rollover process. You can move your money over to your new employer’s plan or an IRA. …

About

Destry Witt

Destry Witt, of Vancouver, WA, is the President and CIO or RELiANCE Investing http://www.destrywitt.net

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