The past 12 months ending February 13, 2017 have been particularly good for our investors, the average return being +17.34%. The calculation used to determine our clients’ returns is called the internal rate of return. It is cash flow specific and is net of all fees and expenses. It represents the average return experienced by our investors during the period.… Read more →
Author: Carl Goodin
Quick Note February 2, 2017 – Schwab Trading Costs, IRS Resources.
Schwab reduces trading costs. Many of the core holdings that we employ for the benefit of our clients are traded without commissions. However, some of the holdings that we prefer can only be traded with commissions. Schwab has now reduced their commission rate on these trades. Going forward our clients who choose electronic document delivery will pay just $6.95 to… Read more →
Quick Note Jan 24, 2017 – Investment Management Reports, New and Amazing
Final investment management reports for the fourth quarter of 2016 are now posted. Read more →
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 →