facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Keep It Simple Blog

Sign Up to Receive the Newsletter

January 2024 Private Performance Thumbnail

January 2024 Private Performance

In January, the financial markets showcased promising beginnings, with the S&P 500 and NASDAQ-100 experiencing notable increases. Despite challenges in the AGG, the performance of private investments, particularly in private equity, real estate, and credit, painted an optimistic outlook. Private equity funds, despite reporting delays, revealed impressive gains for 2023, highlighting the resilience and potential for significant growth amidst market fluctuations. The real estate sector, despite a tough year, showed signs of out-performance and long-term promise, while private credit funds started 2024 on a strong note, outpacing traditional bond aggregates and underscoring the value they add to investor portfolios.

Read More
December 2023 Private Performance Thumbnail

December 2023 Private Performance

In 2023, private credit investments from Blackstone and Carlyle emerged as unexpected stars in portfolios. While the broader markets experienced volatility, these funds outperformed with returns exceeding 14% for the year. Their resilience and ability to benefit from rising interest rates make them essential components for investors seeking stability and attractive returns in uncertain times.

Read More
November 2023 Private Performance Thumbnail

November 2023 Private Performance

November saw a robust return of public markets, emphasizing the importance of private investments in smoothing portfolio volatility. While public markets have rebounded, private equity remains a crucial stabilizing factor. Private REITs have had a less favorable 2023 but continue to contribute to portfolio stability. On the other hand, Blackstone and Carlyle's private credit funds have excelled in 2023, leveraging rising interest rates for impressive gains, with promising prospects even in the face of potential rate decreases.

Read More
Creating Your Retirement Bucket List Thumbnail

Creating Your Retirement Bucket List

Retirement marks the beginning of a new adventure, a chapter filled with endless opportunities for personal growth and fulfillment. Crafting your own retirement bucket list is the key to unlocking the treasures of this exciting phase. It's not just a list; it's a roadmap to live life to the fullest, embracing experiences, wellness, and cherished moments with loved ones. In this post, discover how to curate a retirement bucket list that reflects your dreams, aspirations, and the joys you want to embrace.

Read More