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

Navigating Tax-Smart Giving in 2024: A Guide for Philanthropic Conversations Thumbnail

Navigating Tax-Smart Giving in 2024: A Guide for Philanthropic Conversations

In the ever-evolving tax landscape of 2024, discovering ways to integrate charitable giving into your financial strategy can lead to significant tax savings while making a meaningful impact. This guide explores the nuances of tax-smart philanthropy, illustrating through client scenarios how strategic charitable contributions can benefit both the donor and the recipient. From leveraging appreciated stocks to optimizing IRA distributions for charity, we uncover the potential of philanthropic planning in a high-interest economy.

Read More
February 2024 Private Performance Thumbnail

February 2024 Private Performance

In the early months of 2024, the financial markets have painted a picture of contrasts: the public markets, with the S&P and NASDAQ-100 experiencing surges over 5%, suggest a robust year ahead, while the fixed income sector faces accelerated losses. This backdrop sets the stage for the strategic potential of private investments—private equity, real estate, and credit sectors—that offer the allure of higher returns, lower volatility, and non-correlation to public markets. Through examining the performance of private funds against this volatile market landscape, we underscore the importance of diversification and strategic investment in navigating the complexities of today's financial environment, highlighting how private investments can serve as a cornerstone for building a resilient and growth-oriented portfolio.

Read More
Portfolio Update: Strategic Enhancement of Commodities Sleeve Thumbnail

Portfolio Update: Strategic Enhancement of Commodities Sleeve

In our latest portfolio update, we're excited to announce a strategic enhancement to the commodities sleeve, increasing its allocation from 3% to 5%. This update includes a careful expansion into digital currencies with BITB and ETHE, each allocated at 1.5%, alongside an increased investment in gold through GLDM, now at 1%. We maintain our commitment to diversified commodities exposure with PDBC, holding steady at 1%. This balanced approach aims to bolster portfolio resilience, capture growth opportunities in digital currencies, and leverage the stability of gold, ensuring a well-rounded investment strategy designed to navigate the evolving market landscape.

Read More
Optimal Tax Strategies for Capital Gains: Navigating 1031 Exchanges, DSTs, and Opportunity Zones Thumbnail

Optimal Tax Strategies for Capital Gains: Navigating 1031 Exchanges, DSTs, and Opportunity Zones

In this comprehensive guide, discover how to navigate capital gains tax efficiently with strategic use of 1031 exchanges, Delaware Statutory Trusts (DSTs), and investments in Opportunity Zones. Learn the intricacies of each method to defer, reduce, or even eliminate capital gains taxes, enhancing your investment returns. Whether you're a real estate investor looking to expand your portfolio or a business owner aiming to maximize sale proceeds, this post offers invaluable insights into leveraging tax strategies for optimal financial growth.

Read More
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