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2022 was a rough year in the public markets. The private REIT and private credit space gave my client's portfolios the non-correlated performance boost they needed. BREIT was positive in December and finished up 8.44% in 2022. Nuveen's GCR had it's worst month of the year, but finished up 7.9% on the year. BCRED was up again in December and was up 3.6% overall in 2022.
Does a roth conversion make sense for my financial plan? What are the advantages? What could go wrong? Like almost everything in financial planning, it's depends on your situation.
Friday Flows: Saturday edition. Fixed income ruled the first week of 2023. From a sector standpoint, it was mainly government bonds. And why not treasury yields are at 4.7 for almost anything under 1 year.
Friday Flows: Is this year over yet? I think that's how investors feel this week. Not really news worthy flow moves that suggest investors feel one way or another.
Why alternatives? Non-correlated performance to the public markets is the why. This year has shown how these investments can improve portfolio performance in the roughest of scenarios.
Friday Flows: Another week of investors taking risk off the table. Not only did Fixed Income lead the way overall, investors took money off the table all together.
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.
Friday Flows: Investors didn't seem to have the appetite for risk this week. SPY and QQQ both had big outflow weeks. VTV had it's biggest outflows in 3 months.