The Rise of Interval Funds

Investment advisors are continually exploring innovative ways to potentially enhance their clients'...

Which Inflation-Hedging Investment Strategies Are Working Today?

Like many wealth advisors, you may have made allocation changes and additions to your clients’...

How Does Real Estate and ODCE Perform in Recessionary Periods

The political discussions about what constitutes a recession have been lively this year, to say the...

Answering Common Questions About the ODCE Index

Private real estate investors have likely encountered the NFI-ODCE (ODCE) index throughout their...

Protecting and Enhancing the Retirement Portfolio

Some retirement planners have begun to question the efficacy of the narrow 60/40 equity/bond...

Time to Rebalance the Balanced Portfolio

2022 was not kind to investors, and advisors who have been clinging to the 60% stock / 40% bond...