Target-Date Funds: Thinking Inside the Box
Mar 28, 2007
If you’re thinking of recommending a target-date fund to an individual or small-business client, or if any of your clients already own one—and considering their burgeoning popularity, they probably do—you better take a good, long...
A Sign of the Top for Private Equity?
Mar 21, 2007
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...
TICA To Address Hot-Button Issues
Mar 15, 2007
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...
Insight into the ABCs of TICs
Mar 15, 2007
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...
Battle Brewing in the TIC Industry
Mar 15, 2007
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...
TIC Investors Face Yield Compression
Mar 15, 2007
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...
Scandal or Goof? Analyst Tracker Icon Is Called Into Question
Mar 07, 2007
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...
International Flight
Mar 01, 2007
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...
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