Final investment management reports for the fourth quarter of 2016 are now posted. Read more →
Category: Investing
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 →
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 →
Inflation, Interest Rates, Capital Losses and Thanksgiving
Some of our clients will notice that we have sold some of their bond positions in their IRA accounts. This is in anticipation that inflation, and interest rates will likely be increasing some during the next several years. Also, some of our clients will notice that we have sold some of their positions in taxable accounts. This is to realize certain capital… Read more →
A Bit About Tech and Security
Last week I attended a lecture on the investment implications of the rise of political populism. The lecture was delivered by the Head of Research and Investment Strategy at a large global asset management firm. The content of his presentation was excellent, and he was an expert and insightful presenter. And, he was speaking to me from London, England, arguably… Read more →