We’re in the midst of the longest economic expansion in U.S. history, the stocks are within range of record highs – and we still have a few weeks left of summer. You as an investor should be feeling great, right? But you aren’t. Why do you think that is?
Private markets give investors a broader and deeper opportunity set as compared to traditional investments in public markets. This is due in part to the number of publicly traded companies shrinking in recent years. Private equity funding, such as in real estate, venture capital, and hedge funds, can improve portfolio performance over the long term as compared to public markets.
Have you been impacted by the recent Capital One data breach, or the massive breach involving Equifax in 2017? Given the number of people impacted by these two breaches, it’s quite possible. We’ve highlighted key aspects of the recent Capital One data breach (including how to check to see if you’ve been affected), details of the proposed Equifax settlement and practical considerations for consumers.
Earlier this year, we shared our long-term capital markets outlook for 2019 and the key five themes that framed our expectations. Now that we’ve hit mid-year, we want to explain how our thoughts on the original themes have evolved.
While we don’t recommend a rebalance right now, we do caution and would advise against investors attempting to reach for risk, given the potential for slower growth, full valuations and macroeconomic uncertainty.
Investors for years have been debating which type of investment strategy is better: active or passive. In trying to answer this question, it can be helpful to consider the data.
Geopolitical tensions often dominate the news cycle. On any given day in recent months, you are likely to read or hear about trade negotiations between the U.S. and China, Brexit, or developing nuclear powers in Iran and North Korea. Should investors care? Or, more importantly, should investors act on these headlines?
The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. But the reality of successfully timing markets isn’t as straightforward as it sounds.
Market volatility has returned, leading investors to guess when the markets might exhibit a deep, prolonged correction. Diversified portfolios that include real estate provide a balance of risk and return over the long-term. Investors will need to decide what type of real estate to invest in – public or private?
Our team recently attended the AICPA Engage Conference in Las Vegas, where we picked up timely and important tips and resources to improve our service to clients. Many of the sessions focused on income tax planning and estate planning.
With the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) May 23, the House of Representatives is setting up U.S. retirement plans for significant reform.