July 2022 Alternative Performance
9M Investments' alternative/private investment holdings have outperformed the S&P 500 by 19% through August 24, 2022.
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June 2022 Alternative Perfromance
9M Investments' alternative/private investment holdings are up over 20% versus the S&P 500 through July 22, 2022.
Private Markets vs. Public Markets: The case for adding Private Investments
Did you know only 15% of large companies are publicly listed? Does your portfolio have any of the other 85% of large companies? Should it?
What are REITs and how do they work?
More than 80 million Americans invest in REITs either directly, through mutual funds or directly through exchange-traded funds. Are they right for you?
What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
Is 50/30/20 The New 60/40?
Is 50/30/20 The New 60/40? Where do alternative investments fit in your portfolio?
Medicare: Understanding Parts A, B, C, & D
Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.
Fee Creep: Homeowner's Edition
By this time of year, most mortgage services providers have sent out their annual escrow disclosures. And for many Texans, their homeowner’s insurance policy fee has increased and even more likely, their property taxes went up again. Beyond paying more just sucks, it can causes headaches with escrow balances.