Assets vs. Investments

Assets vs. Investments

Synopsis:

  • A big financial misconception is that home ownership is a good investment long term.
  • Not all assets qualify as investments, and a primary residence almost always fails to meet conditions necessary to carry this designation.
  • Homes are assets with intangible value, which offer more than just the potential for financial profit.

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The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA.  It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.

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