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 →

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 →