Update: Investors with capital gains in 2020 have two important dates coming up. Capital Gains Recognized by Individuals: Capital Gains realized between October 4th, 2019 and October 1st, 2020 have until March 31st, 2021 to invest in an…
JP Morgan AM Cuts 60/40 Outlook, Backs Hunt for Alternatives South Coast Investment Advisors has been sounding the alarm on the headwinds facing the traditional 60/40 portfolio for some time. Portfolio architecture is something all investors should think…
Extra Space Storage Inc. subsidiary Extra Space Storage LP acquired an additional $50 million of SmartStop Self Storage REIT Inc.'s series A convertible preferred stock. The self-storage real estate investment trust unit initially purchased $150 million of the…
Blackstone Real Estate Income Trust, Inc., the perpetual-life non-traded real estate investment trust sponsored by private equity giant Blackstone, announced on Monday that it has agreed to buy Simply Self Storage from a Brookfield Asset Management real estate…
Previously only available to wealthy investors, structured notes play an active role in portfolios by protecting against market volatility, while providing upside return potential. In this post, we’ll go into the details of the type of structured notes…
