Why You Need a Real Estate Advisor on Your Wealth Management Team

Why You Need a Real Estate Advisor on Your Wealth Management Team

2 years ago 0 0 923

As the end of 2016 quickly approaches and you ponder year-end donations and 2017 financial objectives, you should consider if you need someone to help you reach your goals—or to advise you on what those goals should be. Let’s take a look at your team. The Coach The Coach develops a game plan based on circumstances. Do you become your own coach, or do you consult with a wealth manager or financial planner to mold your circumstances and financial objectives into an effective financial plan? This is the first big call. The Roster Then, you must ask yourself: Who should be my team players? A typical team consists of a financial advisor, an investment manager, a CPA, an insurance advisor and an estate attorney. Now, the water becomes somewhat murky here because some of these players wear multiple hats. In certain cases, they work for a fee on your behalf.

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More Questions Than Answers: A 2016 Forecast for Atlanta Commercial Real Estate

2 years ago 0 0 1116

Trouble in China. Falling oil prices. Unsteady stock market. Slow employment growth. Stagnant incomes. That’s a heck of a way to start a new year, isn’t it? In the real estate universe, an abundance of capital and cheap financing have once again pushed prices up to record levels. My friends in the capital markets tell me that investment activity flattened toward the end of last year, as both investors and lenders became more cautious. Do these macro events portend the end of the slow—if resilient—economic recovery? How will Atlanta be affected? So far, Atlanta’s commercial real estate market has performed well during this recovery. Led by multi-family development, occupancy and rental rates have both been ticking up. In 2015, new construction has increased in all sectors. Will this continue in 2016? For my part, I have a few questions (and a few predictions) about how things will shake out over

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The Right Spot in the Lineup

3 years ago 0 0 1342

An investment portfolio is a little like a baseball lineup. Smart managers know where to place batters with different skills in the right spot in the batting order. Similarly, when a portfolio is properly constructed, each investment plays a different role and they all work together to maximize team performance. Cash and government bonds are the “contact hitters” of a portfolio. They may not have a lot of flair, but they rarely strike out and will consistently do the little things to help the team, like legging out an infield single—or delivering a safe, moderate return. You want them near the top of your order. Stocks and mutual funds tend to “hit for average.” At any given moment, they may perform great or they may disappoint. But over the long haul, they consistently deliver opportunities to score. And then there are the “power hitters” of the lineup, the ones that

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