Tag - managing risk

apartment reits in diversified real estate & income portfolio sheaff brock investment advisors

Make Room for REITs in Your Portfolio

Real estate investment trusts, or REITs, are companies that own, and in most cases manage, income-producing real estate. In today’s environment, REITs may make a lot of sense for investors seeking diversification and yield. Perhaps you’ve avoided owning income-producing real estate because you’re uncomfortable losing liquidity. Since REITs trade on major exchanges like stocks, they offer the potential for a more liquid stake in real estate. In fact, as Investopedia explains, the three primary advantages of REITs include: active [...]

Sheaff Brock Investment Advisors tax harvesting investment strategies portfolio gains

Harvesting Losses can be about More than Taxes

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or “harvesting” that loss, investors are able to offset taxes on both gains and income. The sold security might be replaced by a similar one to maintain the same asset allocation strategy. How does tax loss harvesting work? An advantage of taxable accounts is the ability to use the losses that inevitably occur in some years to lower your tax bill. There are three [...]

baseball analogy is bonds may deliver singles or doubles and not home runs | Sheaff Brock

Fixed Income is the Portfolio’s “Boring Backbone”

Should bonds continue to be included in investment portfolios even when interest rates are expected to rise? Most definitely, Oppenheimer Asset Management’s Managing Director Leo Dierckman told our SheaffBriefs editor. In fact, Dierckman went on to say, bonds serve as the backbone of both individual and institutional portfolios, offsetting the risks of equity and alternative investment holdings, and reducing volatility. Using an analogy from baseball, Dierckman cautions investors that bonds can reasonably be expected to deliver “singles” and “doubles,” rather [...]