Final investment management reports for the fourth quarter of 2016 are now posted. Read more →
Month: January 2017
Brief Notes Regarding KBS REITs and Property and Liability Insurance Claims
At our recommendation some of our clients own non-traded real estate investment trusts (REITs) offered and managed by KBS Capital Markets Group and KBS Capital Advisors respectively. These assets have had a positive effect on the risk adjusted returns experienced by our clients who hold them and we expect that positive effect to continue. They are also illiquid assets with… Read more →
Quick Note January 8 2017
Clients and regular readers of this blog know that I believe that knowledge (“tecknowledgey”) is accelerating. As we collectively learn more and more about our world, new life-improving possibilities come into view virtually every day. (Sort of a pun there.) Some are truly life changing, some less so, but significant just the same. I would take just a few minutes of your… Read more →
2017, A New Year Begins!
Well, here we are at the beginning of another new year! Yay! If you haven’t scheduled your 2017 personal financial planning appointment yet, let me suggest that you do so now. Just click this “Schedule 2017 PFP Appointment” link and follow the prompts to choose a convenient date and time. “Winging it” is easy, but usually does not lead to… Read more →