Playing Defense as Stock Prices Soar

Investment Strategies for Aging Bull Markets

As of this writing, major U.S. stock market indexes are at or near record highs.  This bullish run might continue…or it may come to an end with a significant correction.  Below are several strategies to consider. Stay the course Many investors prefer to keep their current stock market positions.  For nearly a century, every stock […]

3 Indicators Pointing to a Rally in Natural Gas

Economic Conditions Appear Favorable...For Now

Don’t look now, but things are beginning to look up for the oil and gas industry.  The timing couldn’t be better, as Shreveport-Bossier (SB) is badly in need of a spark to stimulate the seemingly stagnant economy.  Unfortunately, it is not likely a coincidence that SB’s recent economic slump occurred during an almost identical period in which national oil and gas markets were pummeled.  To the contrary, Shreveport-Bossier’s […]

Real Estate Investing, Accounting, & Tax Issues

Lessons Learned from Investing in Real Estate

My wife, Tiffany, and I started in investing in real estate in 2010.  On November 8, 2012, we formed Wright Holdings of Shreveport, L.L.C. (WHS) to manage several investment properties located in Caddo Parish.  Beginning with a single property, Tiffany and I have steadily grown the company to include two residential properties and a commercial-unit office space.   […]

My third edition of the “Financial Tip of the Month” was published in BIZ.Magazine’s June 2016 issue.  Here is a link to the online copy.

 

Date: June 1, 2016
Appearance: Rental Tax Advice
Outlet: BIZ.Magazine
Location: Shreveport, LA
Format: Magazine

Tax Update: February 15, 2016

With the filing season for 2015 tax returns well under way, you should be receiving the various documents needed to prepare your annual returns. I have provided a list of forms commonly used to report the income and deductions on your individual income tax returns.  The due date for receiving these documents, and the date […]

Investing for the Long-Term

August 2015 was a brutal month for stocks. There were constant reports that the Dow Jones Industrial Average (DJIA) was down hundreds of points for the day, even down by 1,000 points during one session. Historically, August 2015 was the worst month for the DJIA since May 2010, and it was the worst month for […]

Investments: Growing Net Worth Through Financial Securities

Financial advisors often warn clients that they should not try to time the stock market.  Indeed, research indicates that individuals tend to buy when stocks are going up and sell when stocks have gone down: a buy-high and sell-low approach that reduces long-term returns.  Conversely, some investment professionals advise clients to implement a strategy known as […]

Oil & Gas Lease Taxation

During the initial discovery and subsequent tidal wave of leasing activity related to the Haynesville shale between 2008-2010, landowners in the Shreveport-Bossier area received record payments from granting the right to drill for minerals on their land (more commonly referred to as a “lease bonus”). Since this time, economic forces of the U.S. natural gas market have depressed […]