JANUARY 16, 2024

ALTERNATIVE INVESTMENTS

Fund Managers are Bullish on REITs in 2024

Elaine Misonzhnik

With healthy property fundamentals and a favorable interest rate environment, REIT fund managers expect the sector to deliver double digit returns this year.

FULL ARTICLE

HIGH NET WORTH

The Billionaires Income Tax Act and the Moore Case

Matthew F. Erskine

The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.

FULL ARTICLE

2024 MARKET OUTLOOK

Macro Hedge Funds: Zigging When the Markets Zag

Sponsored by Hines

Navigate the financial landscape with confidence as "higher for longer" interest rates create diverse investment opportunities, positioning macro hedge funds to outperform in a world of elevated volatility and correlated traditional asset classes.

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WHAT'S IN MY WEALTHSTACK

Walkner Condon Financial Advisors: The Pros and Cons of Consolidating a Tech Stack

Rob Burgess

Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools.

FULL ARTICLE

ESTATE PLANNING

Help Clients Recognize Problems and Take Action to Solve Them

Dr. Guy Baker

What advisors can learn from hot water heaters.

FULL ARTICLE

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