by Tim Fergestad | Oct 1, 2026 | Finance, Investor Education, Tax Strategy
A physician invests $100,000 in an apartment deal. Her K-1 arrives the following spring showing a passive loss of $87,030. She forwards it to her CPA expecting a refund against a very large salary, and her CPA tells her it will not do that. She was not misled,...
by Tim Fergestad | Sep 18, 2026 | Business, Finance, Investor Education
There is a free video presentation on this topic that walks through the whole landscape, both case studies included. Link at the bottom of this article.Most people think real estate investing starts with finding the right property. It does not. The real decision...
by Tim Fergestad | Sep 16, 2026 | Business, Finance, Investor Education
I spent the first week of September on the Colorado River. Five days in the upper Grand Canyon, rowing and paddling, hiking side canyons, then climbing out the South Rim at the end. No phone. No email. The best kind of week. But apparently the investor part of my...
by Tim Fergestad | Aug 1, 2026 | Business, Finance, Investor Education
Why asset ownership may become more important than career success. There are two forces quietly reshaping the American economy. Artificial intelligence is coming for jobs. Inflation is coming for dollars. One is compressing the value of labor. The other is compressing...
by Tim Fergestad | Jul 13, 2026 | Business, Finance, Investor Education, Tax Strategy
If you have ever wanted to invest in real estate but had no interest in being a landlord, there is good news: you do not have to be. Real Estate Investment Trusts, better known as REITs, let you invest in real estate without managing a single property yourself. But...
