Keep It Simple Blog

As financial advisors, our role extends beyond managing investments—we must also help clients prepare for life’s challenges, including cognitive decline. By addressing this issue early, establishing trusted contacts, and regularly reviewing plans, we can safeguard both our clients and their financial well-being. In this blog, we explore proactive strategies to ensure clients maintain control and dignity in their later years while protecting their legacy.

Private investments continued to deliver strong results in 2024, with private credit leading the way in income generation. Our latest update explores December’s performance and the outlook for 2025.

Investment scams are evolving, and pump-and-dump schemes are on the rise, targeting unsuspecting investors through social media and messaging apps. Fraudsters pose as financial professionals, luring victims into exclusive groups where they manipulate stock prices for profit—leaving investors with losses. Learn how to spot the red flags and protect your wealth.

This blog will talk about insurance rates going up and what readers can do about it.

November 2024 showcased the consistent strength of private investments. With steady returns across private equity, real estate, and credit, funds like BPIF, BREIT, and OCIC continue to demonstrate their value as stable and growth-oriented portfolio components.

October 2024 brought challenges in public markets, but private investments delivered stability and steady income. Funds like BlackRock Private Investments Fund (BPIF), iDirect Private Markets Fund, BREIT, and BCRED navigated market conditions, reinforcing their role in diversified portfolios.

September 2024 saw continued volatility in public markets, but private investments showcased their resilience. From private equity to real estate and credit, funds like BlackRock Private Investments Fund (BPIF) and Nuveen Global Cities REIT delivered steady returns, highlighting the value of diversification and long-term strategies in navigating uncertain times.

August 2024 was a volatile month for public markets, but private investments stood strong. Our clients' portfolios, ranging from private equity to real estate and credit, delivered solid returns despite market turbulence. Discover how funds like BlackRock Private Investments Fund and iDirect Private Markets Fund navigated these challenges and positioned for future growth.