Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

Mastering Due Diligence Before Investing in DSTs

Mastering Due Diligence Before Investing in DSTs

Understand the critical elements of DST due diligence to protect your investment, assess risks, and align with your financial goals.

Jul 19, 2025 2 min read
How Wealth Management Supports Strategic Tax Planning

How Wealth Management Supports Strategic Tax Planning

Learn how tax-focused wealth management can help you reduce liabilities, preserve wealth, and align your financial plan with your long-term goals.

Jul 12, 2025 2 min read
Demystifying 1031 Exchanges: Key Terms Every Investor Should Know

Demystifying 1031 Exchanges: Key Terms Every Investor Should Know

Learn the essential terms and strategies in 1031 Exchanges to defer taxes and make informed real estate investment decisions.

Jul 01, 2025 3 min read
Understanding Fiduciary Duty: What It Means for Your Financial Advisor

Understanding Fiduciary Duty: What It Means for Your Financial Advisor

Learn what fiduciary duty means for your financial advisor and why it matters for your investments, retirement, and long-term financial security.

Jun 14, 2025 2 min read
Active vs. Passive Investment Management: Key Differences and Strategies

Active vs. Passive Investment Management: Key Differences and Strategies

Compare active vs. passive investment management. Learn how each strategy impacts returns, risk, and costs to build an investment approach that fits your goals.

Jun 07, 2025 2 min read
How Many Rental Properties Do You Need to Retire? What Every Real Estate Owner Should Know

How Many Rental Properties Do You Need to Retire? What Every Real Estate Owner Should Know

Learn how to retire with real estate by understanding effective strategies for income, tax deferral, and estate planning to align with your retirement goals.

May 31, 2025 4 min read
Avoid These 8 Common Investment Mistakes

Avoid These 8 Common Investment Mistakes

Avoid these 8 common investment mistakes to protect your returns and boost long-term success with smart, strategic financial decisions.

May 31, 2025 3 min read
Exit Planning for Business Owners: Strategies to Maximize Value and Real Estate Opportunities

Exit Planning for Business Owners: Strategies to Maximize Value and Real Estate Opportunities

Maximize your business sale with exit planning strategies. Learn tax-saving tips, valuation methods, and transition planning for a successful sale.

May 17, 2025 3 min read
Benefits and Drawbacks of Deferring Taxes with a 721 Exchange

Benefits and Drawbacks of Deferring Taxes with a 721 Exchange

Explore the pros and cons of a 721 UPREIT exchange. Learn how deferring taxes, gaining diversification, and transitioning to passive real estate investing impacts your portfolio.

May 10, 2025 3 min read