Keep It Simple Blog

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.

Explore the world of Structured Growth Notes in our latest investment case study. Discover how they can offer the potential for growth while providing a safety net to protect your principal investment. Join us as we dissect the mechanics, benefits, and risks of this intriguing financial instrument and determine if it aligns with your financial goals.

In a challenging October for investors, private credit and private real estate proved to be resilient assets, offering protection against inflation and delivering impressive dividends. Learn how these investments outshined traditional indexes and provided a non-correlation effect for portfolios.

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.

Gain valuable insights on essential retirement topics such as financial management, healthcare options, estate planning, lifestyle adjustments, and prioritizing health and wellness. Our comprehensive guide will help you make informed decisions and embrace a fulfilling retirement.

Discover the important and growing role of older women in the US labor force. Despite facing challenges like discrimination and a widening gender wage gap, their participation has increased dramatically. Learn why supporting and accommodating their unique needs is crucial for their financial security and the strength of the economy.

When should I take social security? It seems like an easy question, but it's one of the most asked questions I get from people. Like almost everything in financial planning, it's very dependent on the person asking the questions.

This article will help your clients understand the basics of an estate strategy and what needs to be included.