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Joining your team? Consider a Performance Reporting Analyst

It looks like each RIA posted record growth in both 2020 and 2021, and accordingly, each RIA is looking to…

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A must read on January 9th for the CRE industry. 26, 2022

As The Wall Street Journal reports, the US saw a record volume of commercial real estate sales last year. According…

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This is normal

I have annual performance data on the S&P 500 going back to 1928.1 I also have historical decline data on…

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Looking Back at Amazon’s Very Big Year in Commercial Real Estate

It is impossible to track the commercial real estate industry and not see the name Amazon on a near daily…

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Now’s the Time to Winterize Those ILITs

A few months ago, I wrote about a group of boomers talking about a webinar they would like to attend.…

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Market Crash Hands Loss to Traders Waging War with Wall Street

(Bloomberg) — Just a year ago today, Chris Perrotta joined a revolution on Wall Street: He bought one of those…

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Crypto Tax Loophole Provides Escape Hatch for Battered Investors

(Bloomberg) — There may be a silver lining for crypto investors who sold at huge losses during the recent market…

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SEC, DOJ both accuse former UBS representative of stealing $5.8 million

According to the Securities and Exchange, a Fla.-based former dual registrar for UBS Financial Services took nearly money from one…

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DC Market Trend Worth Tracking

Last fall, Cerulli Associates released a report on the defined contribution (DC) investment-only segment, US defined contribution distribution 2021: uncovering…

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Evaluation, History, Bursting Bubbles: In Search of the Destination

(Bloomberg) — Trillions have been chanted, major indices corrected and a hellish week followed by one frantic Monday and another…

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