real estate investment trusts

Surviving the 401(k) 'bondocalypse'

By Chris Carosa | April 22, 2013

You’re speeding towards a bridge abutment. You see the bridge abutment. You just can’t tell how far away it is. When do you slow down and begin to veer away?

SNL: REITs enjoy double-digit price appreciation

By Warren S. Hersch | April 12, 2013

The median discount to NAV for the U.S. REIT industry made a strong shift into the premium territory throughout the first quarter of 2013, ending March with a median premium to NAV of 6.3%, the report states.

IMCA speaker: The time to invest in equities is now

By Warren S. Hersch | February 4, 2013

Most people may not realize we're in the middle of the biggest bull market since 1982, says the principal of Richard Bernstein Advisors.

Fixed indexed annuities: The cure for sluggish REITs

By David Shields | January 24, 2013

With investors now seeking a more reliable investment vehicle with less risk and better returns, the time is ripe for you to discuss fixed index annuities with your clients.

ByAllAccounts: most advisors now use alternative investments in portfolios

By Warren S. Hersch | December 13, 2012

The survey reveals that 75 percent of advisors have increased their use of alternative investments over the past three years.

Taxing life insurance benefits would be bad—up to a point

By Warren S. Hersch | November 27, 2012

The growing chorus among the nation’s political elite for closing so-called “tax expenditures” or loopholes as part of a bipartisan tax-reform package have placed the tax-favored status of life insurance squarely within Congress’ cross-hairs.

Best 5 investment picks for midyear 2012 (AdvisorOne)

By Staff Writer | July 13, 2012

Art Steinmetz, chief investment officer at Oppenheimer Funds would not let the elections stop him from getting his portfolio together today.

Managing Portfolios and Emotions in a Volatile Market

By Jill Perlin | June 25, 2012

Your clients are sometimes swayed by emotion when it comes to investing. Here are some strategies to help them overcome their fears and keep their retirement savings on a growth path.