--- title: Blog | Safe Harbor Asset Management | Investments (2) description: Investments | Stay up to date on our latest 1031 exchange and wealth management content. (2) --- 167 East Main Street, Huntington, NY 11743 [info@InvestSafeHarbor.com](mailto:info@InvestSafeHarbor.com) [(631) 421-4341](tel:(631)%20421-4341) [![Available Property Listings](https://no-cache.hubspot.com/cta/default/21593960/3b103598-ae48-4c52-9462-bef9083faf87.png)](https://cta-redirect.hubspot.com/cta/redirect/21593960/3b103598-ae48-4c52-9462-bef9083faf87) [![safeharborlogo-250](https://blog.investsafeharbor.com/hs-fs/hubfs/SafeHarbor/safeharborlogo-250.png?width=250&height=77&name=safeharborlogo-250.png "safeharborlogo-250")](https://investsafeharbor.com/) - [Home](https://investsafeharbor.com/) - [About Us](https://investsafeharbor.com/about/) - [Our Leadership](https://investsafeharbor.com/ourleadership/) - [Wealth Management](https://investsafeharbor.com/wealth-management/) - [1031 Exchanges](https://investsafeharbor.com/1031exchange/) - [About 1031 Exchanges](https://investsafeharbor.com/1031exchange/) - [1031 Resources](https://investsafeharbor.com/1031exchange/resources/) - [DSTs](https://investsafeharbor.com/1031exchange/dst/) - [Closed Properties](https://investsafeharbor.com/1031exchange/properties/) - [Blog](https://blog.investsafeharbor.com/blog) - [Contact Us](https://investsafeharbor.com/contact/) - Client Login - [Available Properties Portal](https://investsafeharbor.com/properties-login/) - [Black Diamond](https://login.bdreporting.com/Auth/SignIn) [![Available Properties](https://no-cache.hubspot.com/cta/default/21593960/24f1e041-ad00-435b-b932-74236070e5c9.png)](https://cta-redirect.hubspot.com/cta/redirect/21593960/24f1e041-ad00-435b-b932-74236070e5c9) # Safe Harbor Asset Management Insights - Home - Blog [1031 Exchanges](https://blog.investsafeharbor.com/blog/tag/1031-exchanges) [Real Estate](https://blog.investsafeharbor.com/blog/tag/real-estate) [Asset Protection](https://blog.investsafeharbor.com/blog/tag/asset-protection) [Business Tips](https://blog.investsafeharbor.com/blog/tag/business-tips) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) Nov 29, 2022 /   [Ana Reano](https://blog.investsafeharbor.com/blog/author/safeharbor) #### [The Qualified Intermediary: An Essential...](https://blog.investsafeharbor.com/blog/the-qualified-intermediary-an-essential-role-to-your-1031-exchange) As we have discussed previously, several rules and regulations must be followed . [Financial Planning](https://blog.investsafeharbor.com/blog/tag/financial-planning) [Wealth](https://blog.investsafeharbor.com/blog/tag/wealth) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) Jul 13, 2021 /   [Ana Reano](https://blog.investsafeharbor.com/blog/author/safeharbor) #### [Working with the Right Advisor](https://blog.investsafeharbor.com/blog/working-with-the-right-advisor) These days, too many successful, wealthy individuals and families are simply not. [1031 Exchanges](https://blog.investsafeharbor.com/blog/tag/1031-exchanges) [Real Estate](https://blog.investsafeharbor.com/blog/tag/real-estate) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) Jun 10, 2021 /   [Ana Reano](https://blog.investsafeharbor.com/blog/author/safeharbor) #### [Save 1031 Exchanges = Save Small Busines...](https://blog.investsafeharbor.com/blog/save-1031-exchanges-save-small-businesses) Under President Biden’s April 28th tax proposals, two would affect the world of . [Financial Planning](https://blog.investsafeharbor.com/blog/tag/financial-planning) [Professional Advisors](https://blog.investsafeharbor.com/blog/tag/professional-advisors) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) Feb 09, 2021 /   [Ana Reano](https://blog.investsafeharbor.com/blog/author/safeharbor) #### [Registered Investment Advisor vs. Broker...](https://blog.investsafeharbor.com/blog/registered-investment-advisor-ria-vs-broker-dealer-what-are-the-differences-who-should-you-invest-with) To the unfamiliar, both professionals may seem the same, but there are differenc. [1031 Exchanges](https://blog.investsafeharbor.com/blog/tag/1031-exchanges) [Real Estate](https://blog.investsafeharbor.com/blog/tag/real-estate) [Asset Protection](https://blog.investsafeharbor.com/blog/tag/asset-protection) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) Dec 23, 2020 /   [Ana Reano](https://blog.investsafeharbor.com/blog/author/safeharbor) #### [Recession Resilience in 2021 for 1031 Ex...](https://blog.investsafeharbor.com/blog/recession-resilience-in-2021-for-1031-exchanges) Up until 9 months ago when the Coronavirus (COVID-19) officially impacted the Un. [Financial Planning](https://blog.investsafeharbor.com/blog/tag/financial-planning) [Professional Advisors](https://blog.investsafeharbor.com/blog/tag/professional-advisors) [Wealth](https://blog.investsafeharbor.com/blog/tag/wealth) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) Jun 24, 2020 /   [Ana Reano](https://blog.investsafeharbor.com/blog/author/safeharbor) #### [The Four Types of Financial Advisors](https://blog.investsafeharbor.com/blog/the-four-types-of-financial-advisors) Which one should you work with? [Professional Advisors](https://blog.investsafeharbor.com/blog/tag/professional-advisors) [Wealth](https://blog.investsafeharbor.com/blog/tag/wealth) [Insurance](https://blog.investsafeharbor.com/blog/tag/insurance) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) Jun 17, 2020 /   [Ana Reano](https://blog.investsafeharbor.com/blog/author/safeharbor) #### [The Importance of Stress Testing Your We...](https://blog.investsafeharbor.com/blog/the-importance-of-stress-testing-your-wealth-strategies) When making decisions about your money, it can be smart to know the steps that e. [1](https://blog.investsafeharbor.com/blog) [2](https://blog.investsafeharbor.com/blog/tag/investments/page/2) #### Popular Posts ![Two Stories About AI. One Portfolio That Doesn't Have to Choose.](https://blog.investsafeharbor.com/hubfs/featured-1200x700-1.png) [Two Stories About AI. One Portfolio That Does](https://blog.investsafeharbor.com/blog/market-perspective-two-stories-about-ai-one-portfolio) ###### Jun 16, 2026 ![Smart Ways to Take Control of a Trust](https://blog.investsafeharbor.com/hubfs/SafeHarbor/Blog_Asset/EstatePlanningRE.jpg) [Smart Ways to Take Control of a Trust](https://blog.investsafeharbor.com/blog/smart-ways-to-take-control-of-a-trust/) ###### Jul 28, 2020 ![Case Study: Real Estate-Rich, Cash-Poor](https://blog.investsafeharbor.com/hubfs/Case%20Study2.jpg) [Case Study: Real Estate-Rich, Cash-Poor](https://blog.investsafeharbor.com/blog/case-study-real-estate-rich-cash-poor) ###### Feb 21, 2023 --- #### Categories - [Financial Planning (21)](https://blog.investsafeharbor.com/blog/tag/financial-planning) - [Lifestyle (21)](https://blog.investsafeharbor.com/blog/tag/lifestyle) - [Real Estate (21)](https://blog.investsafeharbor.com/blog/tag/real-estate) - [1031 Exchanges (20)](https://blog.investsafeharbor.com/blog/tag/1031-exchanges) - [Wealth (20)](https://blog.investsafeharbor.com/blog/tag/wealth) - [Family (19)](https://blog.investsafeharbor.com/blog/tag/family) - [Asset Protection (18)](https://blog.investsafeharbor.com/blog/tag/asset-protection) - [Investments (17)](https://blog.investsafeharbor.com/blog/tag/investments) - [Uncategorized (16)](https://blog.investsafeharbor.com/blog/tag/uncategorized) - [Professional Advisors (12)](https://blog.investsafeharbor.com/blog/tag/professional-advisors) - [Business Tips (11)](https://blog.investsafeharbor.com/blog/tag/business-tips) - [Health (9)](https://blog.investsafeharbor.com/blog/tag/health) - [Tax Planning (7)](https://blog.investsafeharbor.com/blog/tag/tax-planning) - [Estate Planning (6)](https://blog.investsafeharbor.com/blog/tag/estate-planning) - [Insurance (6)](https://blog.investsafeharbor.com/blog/tag/insurance) - [Wills and Trusts (4)](https://blog.investsafeharbor.com/blog/tag/wills-and-trusts) - [Philanthropy (3)](https://blog.investsafeharbor.com/blog/tag/philanthropy) - [DSTs (2)](https://blog.investsafeharbor.com/blog/tag/dsts) - [Diversification (2)](https://blog.investsafeharbor.com/blog/tag/diversification) - [Market Perspective (2)](https://blog.investsafeharbor.com/blog/tag/market-perspective) - [Portfolio Construction (2)](https://blog.investsafeharbor.com/blog/tag/portfolio-construction) - [Psychology (2)](https://blog.investsafeharbor.com/blog/tag/psychology) - [Risk Management (2)](https://blog.investsafeharbor.com/blog/tag/risk-management) - [AI (1)](https://blog.investsafeharbor.com/blog/tag/ai) - [Irrevocable Trusts (1)](https://blog.investsafeharbor.com/blog/tag/irrevocable-trusts) - [Recognition & Awards (1)](https://blog.investsafeharbor.com/blog/tag/recognition-awards) - [Retirement Planning (1)](https://blog.investsafeharbor.com/blog/tag/retirement-planning) --- #### Tags [1031 Exchanges](https://blog.investsafeharbor.com/blog/tag/1031-exchanges) [AI](https://blog.investsafeharbor.com/blog/tag/ai) [Asset Protection](https://blog.investsafeharbor.com/blog/tag/asset-protection) [Business Tips](https://blog.investsafeharbor.com/blog/tag/business-tips) [Diversification](https://blog.investsafeharbor.com/blog/tag/diversification) [DSTs](https://blog.investsafeharbor.com/blog/tag/dsts) [Estate Planning](https://blog.investsafeharbor.com/blog/tag/estate-planning) [Family](https://blog.investsafeharbor.com/blog/tag/family) [Financial Planning](https://blog.investsafeharbor.com/blog/tag/financial-planning) [Health](https://blog.investsafeharbor.com/blog/tag/health) [Insurance](https://blog.investsafeharbor.com/blog/tag/insurance) [Investments](https://blog.investsafeharbor.com/blog/tag/investments) [Irrevocable Trusts](https://blog.investsafeharbor.com/blog/tag/irrevocable-trusts) [Lifestyle](https://blog.investsafeharbor.com/blog/tag/lifestyle) [Market Perspective](https://blog.investsafeharbor.com/blog/tag/market-perspective) [Philanthropy](https://blog.investsafeharbor.com/blog/tag/philanthropy) [Portfolio Construction](https://blog.investsafeharbor.com/blog/tag/portfolio-construction) [Professional Advisors](https://blog.investsafeharbor.com/blog/tag/professional-advisors) [Psychology](https://blog.investsafeharbor.com/blog/tag/psychology) [Real Estate](https://blog.investsafeharbor.com/blog/tag/real-estate) [Recognition & Awards](https://blog.investsafeharbor.com/blog/tag/recognition-awards) [Retirement Planning](https://blog.investsafeharbor.com/blog/tag/retirement-planning) [Risk Management](https://blog.investsafeharbor.com/blog/tag/risk-management) [Tax Planning](https://blog.investsafeharbor.com/blog/tag/tax-planning) [Uncategorized](https://blog.investsafeharbor.com/blog/tag/uncategorized) [Wealth](https://blog.investsafeharbor.com/blog/tag/wealth) [Wills and Trusts](https://blog.investsafeharbor.com/blog/tag/wills-and-trusts) [![footer_logo](https://blog.investsafeharbor.com/hs-fs/hubfs/premium%20footer%20assets/footer_logo.png?width=180&height=45&name=footer_logo.png "footer_logo")](https://investsafeharbor.com/) - Phone: [(631) 421-4341](tel:(631)%20421-4341) Email: [info@investsafeharbor.com](mailto:info@investsafeharbor.com) - - - [Check out our background on Finra's BrokerCheck](https://brokercheck.finra.org/) - [Contact Us](https://investsafeharbor.com/contact/) - [Client Relationship Summary](https://t1t089.a2cdn1.secureserver.net/wp-content/uploads/2020/07/Form-CRS-June-2020.pdf) - [Disclosures](https://investsafeharbor.com/disclosures/) - © 2022 - Safe Harbor Asset Management, Inc. - 167 E Main St, Huntington NY 11743 - (631) 421-4341