Intro

May 1, 2005- When asked about the best time to buy real estate, property mogul Donald Trump once remarked, "Real estate is always good as far as I'm concerned." Many investors agree, as record numbers of them are scooping up shares in publicly traded real estate investment trusts, or REITs, despite soaring valuations. So far they haven't been disappointed. REITs have outperformed almost every other investment class for five years running. But many experts believe that could soon change. 

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If the idea of getting paid for making a charitable contribution sounds too good to be true, a growing number of nonprofit organizations across the country have two words for you: gift annuity.

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Troy Smith, of Wake Wealth Management, provides financial thought leadership for alternatives to charitable gift annuities for those with more than $200,000 to give, or that don’t want to relinquish control over their investment.

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Troy Smith, of Wake Wealth Management, gives expert advice on REITs in this industry publication read by financial advisors across the nation.

 

Troy Smith, of Wake Wealth Management, appeared in the front page story: Office Space: How Leo Wells Built Vast Empire Of Towers on Unusual Foundation. (Subscription Required)

 

The stock market as measured by the Dow Jones Industrial Average or Standard & Poor's 500 index still has yet to break even over the last ten years. The Standard and Poor's &P 500 Total Return Index (Price plus Dividend Income) is down 2.2% for the ten year period ending August 31, 2009. Although past performance is not indicative of future results, clearly it is time to evaluate asset allocation.

The ongoing news about Bernard L. Madoff and R. Allan Stanford frauds is uncovering some very important distinctions investors should be aware of. The Wall Street Journal reported last week¹ clients of Madoff who took money out of their accounts over the past six years have been sued to return these monies to be divided among all the investors who have a claim against the firm. Of course, current Madoff clients do not have the ability to get money at the moment. There is precedent in a similar fraud in 2005, the Bayou hedge fund, with past investors having to pony up principal and profits.

Can Your House Be Considered "Investment Real Estate"?

Title: Investor Bulletin: Interest rate risk — When Interest rates Go up, Prices of Fixed-rate Bonds Fall Link to Article: https://www.sec.gov/files/ib_interestraterisk.pdf