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.
Choose Private Real Estate for Your Portfolio, when Possible
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?
7 Key Takeaways on Tax and Estate Planning from the AICPA Engage Conference
Will We See an Overhaul of Retirement Plans in 2019?
Grantor Retained Annuity Trusts: A Unique Estate Planning Solution
Are you overwhelmed at the thought of establishing an estate plan? If so, you’re not alone. Estate planning is a complicated topic with many variables and options. Let’s look at its history and purpose so that we can better understand the solutions. One of those solutions is a Grantor Retained Annuity Trust.
Summer is Almost Here. Does History Tell Us It’s Time to Sell?
Unicorns Are Racing to Wall Street. Is It Time You Invested In an IPO?
We’ve seen the hype around “unicorn” companies (worth at least an estimated $1 billion) making their debuts as public companies recently. These privately held startups are racing to Wall Street to capitalize on the bull market and to beat a recession some think will be in here in the next year or two.