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Special Market Update

Things have been a little crazy in the markets today. The S&P 500 is down about 13.5% year-to-date. The yield on 10-year Treasury bonds is up to 3%. Inflation is up, Mortgage Rates are up to over 5%, and the days of the 2% mortgage rate are gone. Markets go up and down and investors are trying to sort it all out. In his most recent video, CEO David L. Blain, CFA, brings a special update on the market and talks to us about why we are invested and why we should continue to invest.

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6 Things to Consider When Investing in Private Real Estate

In this day and age of investing, it can be beneficial to one’s overall investment strategy to have exposure to alternative markets. Studies have shown that holding private real estate in conjunction with a more traditional portfolio of stocks, bonds, and REITs can be more optimal from a risk and return standpoint than having just private real estate or just REITs.

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