Many investors have at least heard of master limited partnerships (“MLPs”), and a growing number have allocated some of their investment portfolio to MLPs, often after seeing the respectable total returns the group has produced over...

Advisors and planners in today’s money market are increasingly steering investors toward commercial real estate.  With the economy slowly returning to health, property investment is once again emerging as a positive vehicle for high net...

This past week I came across an interesting survey conducted by Russell Investments on Smart Beta indexes. For starters, what is “Smart Beta”?  That can depend on who you ask; the consensus definition in this survey was “Alternative ways to cons...

  REITs used to be a collection of assets, but they’ve evolved over time to focus on shareholder value. 

One obvious consequence of the information technology revolution has been an explosion of news and noise.  We are bombarded daily with information and commentary that comes at us online, in print, and over various airwaves. This information...

Interval Fund Investing - Mutual Fund Access to Alternative Investments The global financial crisis has caused an important structural shift in investor preferences towards alternative investments and away from more volatile equity markets. In a...

For many taxpayers, the biggest tax hike was most likely on investment income

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