Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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If the Blackstone Group ever goes public, it sure would be cool to get an allocation of the IPO. Imagine your clients at cocktail parties, bragging about how they are “in” enough to have gotten a piece of that deal. (Sure might help...
It’s no fluke that Washington, D.C. is the host city for the spring symposium of the Tenant-In-Common Association (TICA). The selection of the capital city coincides with the event’s main focus — the current political climate and...
Investors who are trying to gain a better understanding of the finer points of the tenant-in-common structure can obtain a wealth of information in a new book titled “Effortless Cash Flow: The ABC’s of TICs (Tenant in Common Properties...
The tenant-in-common industry is in the throes of an identity crisis that is forcing investors to choose sides on a complex — and often contentious — issue. Is TIC ownership real estate, or is it a security...
Although the co-ownership structure associated with tenant-in common properties remains in high demand, the industry is discovering that it is not immune to mounting pressures from the frenzied commercial real estate sales market. The end result...
Someone’s going to get fired, fined or thrown in jail for this one. A recently released research report from a trio of finance professors claims to have found a pattern of, ahem, revisionism going on within Thomson Financial’s I/B/E/S...
Retail investors are notorious for chasing performance, and they may be at it once again. Over the last three years, foreign mutual funds have posted annual returns twice those notched by the S&P 500, prompting investors to dump shares of U.S...
When the market dives, that’s when hedge funds—well, those true to their name—are supposed to earn their money. That’s because many hedge funds are designed to avoid big losses and make money nearly every year using low...
Here’s a dose of irony for the Securities and Exchange Commission. The SEC thinks it needs to do more to “protect” wealthy retail investors from the secretive world of hedge funds. To do so, it is entertaining the idea of...
Pay close attention to the customer when you’re picking stocks. No, not your customer (though that’s probably a good idea, too)—the customer of the company whose stock you want to buy. Here’s why: Companies that get high...