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Investment Strategies for an Expensive Marketplace

Investment Strategies for an Expensive Marketplace

​ August 2, 2016 Investment Strategies for an Expensive Marketplace As we enter the eighth year of the current bull market, many ‘experts’ are calling for a correction and the arguments (as always) are compelling. I don’t believe anyone knows what the future will bring but I do believe prudence would dictate taking a more balanced approach to risk management. The following strategies are ones I believe worth consideration in the current environment. Continue Reading

Retirement Planning doesn’t end at Retirement

Retirement Planning doesn’t end at Retirement

​ The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through different economic and market conditions. Experts have studied portfolio longevity or endurance with the hope of helping retired investors reduce the odds of depleting their wealth too soon. The studies evaluate how a portfolio might endure…

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What is a non-traded REIT?

What is a non-traded REIT?

A real estate investment trust or REIT is a corporation that combines the capital of many investors to acquire or provide financing for real estate. It offers the benefits of a real estate portfolio under professional management and generally does not pay corporate federal income tax. Distributions of at least 90 percent of taxable income must be paid to investors to retain REIT tax status. If a REIT fails to qualify or maintain its qualification as a REIT for any taxable year, the REIT will be subject to…

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