Non-traded Real Estate Trusts Have Added Lipstick, but are Still Pigs

REITs, or Real Estate Investment Trusts, are fairly confusing. Public REITs come in two different platforms – exchange-traded and non-traded. Exchange-traded and non-traded REITs have a handful of similarities. For example, each is an investment in real estate. They’re also each required to distribute a minimum of 90% of taxable income to shareholders on an… [Continue]

Investors Shouldn’t Let Market Headlines Go to Their Heads

Keeping a level head during potentially volatile market times is key. It’s important to keep in mind that, no matter what is happening internationally in the moment, your investment in the market is long-term. On any given day, the market will rise and it will fall. Sometimes the highs and lows will be more drastic… [Continue]

Flexibility is Key to Any Portfolio Withdrawal Strategy

Determining safe withdrawal rates – or the rate where the percentage of a portfolio that can be withdrawn on an annual basis without sacrificing the portfolio’s ability to last for the lifetime of the investor – is difficult to do. Nobody can predict the future, so knowing exactly how long an investor’s lifetime is going to… [Continue]

Take Steps to Simplify Your Investment Strategy

Complicated investment strategies that have no defined structure or path are the surest way to set yourself up for investment failure. Taking the time to focus your investment strategy and simplifying your portfolio can be easy with these three simple steps. Consolidate accounts where you can. Having fewer accounts will reduce the confusion of multiple… [Continue]

Avoiding Small Mistakes Can Lead to Big Gains

Investment success often hinges on the smallest decisions – one seemingly meaningless choice can quite literally make or break the bank. Unfortunately, it’s difficult to narrow down every single “right” choice that investors should be making. Often times their portfolios or financial planning goals are too varied to offer a one size fits all solution.… [Continue]