Keep It Simple Blog

Discover the latest private performance numbers for July and gain insights into the success of different private sectors in 9M Investments' client portfolios. Learn about impressive returns from iDirect Private Markets Fund and Blackrock Private Investments Fund. Dive into the REITs' strong performance, outshining the public REIT index despite market challenges. Explore the thriving private credit space and its advantages in a changing interest rate environment. Find out how these private investments could contribute to a smoother portfolio in the coming months.

Discover July's ETF flows and market trends! Equities surge with $53 billion inflow, outpacing fixed income. Cryptocurrencies continue to rise, while short-duration fixed income faces outflows. Stay informed and make informed investment decisions with our market insights.

Discover the latest performance numbers for our private investment universe in June. Exciting news about the new Blackrock Private Investment Fund. And learn about the positive monthly results for private REITs and the impressive performance of private credit funds, providing valuable insights for portfolio construction.

Discover the challenges that have plagued the cannabis industry since our 2017 blog post. Explore how overcapacity, financial struggles, regulatory hurdles, and market dynamics that have hindered that promised profitability.

Discover the benefits of structured notes for portfolio construction and income generation. Dive into our recent blog post where we explore a specific structured income note, its trade date, underlying investment, term, protection, and payment amount. Explore how these notes can boost your income in retirement and complement traditional fixed income investments.

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 latest trends in ETF investments for June. I explore the winners, losers, and noteworthy returns that shaped the market. Equities, particularly those linked to the S&P 500, stole the spotlight, attracting over $18 billion in flows. Fixed income remains the year's frontrunner, outpacing equities by approximately $15 billion. Short duration fixed income experienced a decline as investors showed a clear preference for equities driven by FOMO. Carbon offset funds and crypto-based ETFs delivered impressive returns, highlighting emerging opportunities in these sectors.

Ensure a smooth transition into retirement with this comprehensive guide on retirement and estate planning. Learn the purpose and benefits of estate planning, explore essential documents, and discover strategies for protecting assets. Identify your estate planning goals and consider legacy planning and long-term care. Regularly review and update your plan to align with changing circumstances. Seek personalized advice from professionals for a well-prepared retirement and estate plan that secures your financial future and leaves a lasting legacy.