…the coming decade is more than the current interest rates. After receiving a lot of inquiries about bond alternatives like REITs, utilities, and the like, I wrote an article shooting…
…days. Today, I want to share with you one of my New Year’s Day rituals. Credit Review First, I visit www.myfico.com and get my credit report from all three agencies.…
…that your Social Security check would go a lot further in Prague than in Philadelphia. The magazine (and now website www.internationalliving.com) always featured beautiful photographs of unspoiled beaches in Costa…
…of May expires on Tuesday, As demand slowed down, oil supplies at refineries, storage facilities, pipelines, and ocean tankers started to build since 100 million barrels a day are still…
…so volatile, but they’re also pretty big bets. The same is true with utilities, consumer staples, and real estate stocks, which are massively overweight compared to the market. Utilities are…
…return data, Morningstar also creates and publishes what they call ‘investor returns’ that are designed to estimate how the average investor fares in a particular fund. For example, let’s say…
…as they are colloquially known, buy whole companies or properties or make direct loans to companies. When they buy companies or properties, the private fund managers can change management, business…
Pages 401(k) Plans About FAQs Fiduciary Firm Facts Milestones Mission & Values ADV Part 2 ADV Part 3/Form CRS Approach Acropolis Financial Forecaster Investment Principles Our Philosophy Why Acropolis Contact…
…say you’re the manager of a private real estate, credit, or equity fund, and you’re paid a percentage of the assets under management. Naturally, you want the prices held high…
…new shares as new investors come into the fund and shares are created or redeemed after business hours at the net asset value (NAV) directly with the fund company. In…
