The Hidden Risk Inside Traditional Portfolios
Featured in Real Assets Adviser, July/August 2026 Issue For decades, diversification inside traditional portfolios was relatively ...
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Featured in Real Assets Adviser, July/August 2026 Issue For decades, diversification inside traditional portfolios was relatively ...
Featured in Real Assets Adviser, March 2026 Issue As the investment landscape evolves, financial advisers and portfolio managers are ...
Featured in Real Assets Adviser, December 2025 Issue In equities, the rise of indexing has been one of the most transformative shifts of ...
Featured in Real Assets Adviser, November 2025 Issue Model portfolios have become the default for how wealth is managed at scale. By ...
Featured in Real Assets Adviser, October 2025 Issue Markets shift and asset classes fall out of favor. Yet one allocation has remained ...
Commentary to Recent Headline: Treasury Yields See Biggest Weekly Jump Since 2001 as Cash Flees For years, investors have relied on the ...
Why Private Real Estate is Leading the Way
In the world of investments, the cyclical nature of markets often evokes a sense of déjà vu, particularly within the realm of private real ...
As an investment adviser, you know how an ever-evolving investment landscape influences the investment products you use to construct client ...
As an advisor, you're well aware of the growing interest in alternative investments, or "alts," which have been increasingly playing an ...
Investment advisors are continually exploring innovative ways to potentially enhance their clients' portfolios and deliver better ...
Many investment advisors have steered clear of private real estate investments for their clients over the years, often because of concerns ...
Commercial real estate has been a staple allocation among institutional investors for over 50 years. Many of those investors have focused ...
As a fiduciary, you diligently evaluate your equity and fixed income investments. You construct portfolios to meet your clients’ specific ...
Like many wealth advisors, you may have made allocation changes and additions to your clients’ portfolios with the intention of improving ...
In previous posts, we have discussed the merits of private commercial real estate (CRE) and how allocating to this asset class may help ...
Allocating to real estate has always been a bit of a puzzle for investment advisors. From our experience, most will recognize the value of ...
To say 2022 was a challenging year for advisors and their clients would be an understatement. The Federal Reserve’s aggressive rate-hike ...
According to a study by research firm Chatham Partners, 83% of advisors in the U.S. recommend REITs to their clients, and the most commonly ...
There is a reason institutions have long considered private real estate an essential part of their investment portfolios. Actually, there ...
Durable income, potential appreciation, inflation protection and low correlation to traditional assets. Private commercial real estate ...
Like most successful investment advisors, you likely allocate a portion of your clients' portfolios to real estate. Popularly known as an ...
Private real estate is drawing increasing interest from investment advisors As an investment advisor, you know better than others how ...
When Dwight David Eisenhower signed the Cigar Excise Tax extension in 1960, he created a structure to allow Real Estate Investment Trusts ...
The political discussions about what constitutes a recession have been lively this year, to say the least. But whether we have been living ...
Many institutional investors have long considered real estate, the third-largest asset class in the U.S. investment market,1 as an ...
Some retirement planners have begun to question the efficacy of the narrow 60/40 equity/bond portfolio for pre-retirees building their nest ...
If 2022 is teaching investors anything, it's that market volatility is a way of life, and patience is the order of the day. Chances are, ...
What a difference a few years make. Many investors had come to expect the low interest rate environment that had buoyed bond returns and ...
If you have clients over 60 years of age, they likely have vivid memories of the financial pain inflicted by runaway inflation in the ...
2022 was not kind to investors, and advisors who have been clinging to the 60% stock / 40% bond client portfolio now recognize a rebalance ...