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Your Home as an Investment
HomeEpisode GuideYour Home as an Investment

Your Home as an Investment

7/30/2017

Guest(s): Janine Fragasso, Coldwell Banker

Your Home as an Investment

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Home sale prices may vary by location, school districts and income levels. However, there is no doubt that for most buyers, homeownership is one of the biggest purchases you will make in your lifetime. Listen to our upcoming episode of The Advisor to learn how real estate and financial professionals determine your home value and how that may fit into your overall financial picture.

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Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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