The REIT market is liquid, there are low transaction costs in terms of getting in and out, and you avoid the maintenance headaches of ownership (while maintaining exposure to an asset class) that could perform well in theory should inflation go up.
More Quotes from John Nersesian:
Congress can address that dilemma, or growing probability of AMT exposure, by passing legislation that retroactively reduces that bite, and it would probably be as simple as maintaining or increasing the exemption amount.John Nersesian
Rebalancing forces the investor to do what is typically emotionally uncomfortable but financially productive. Emotional biases tempt us to chase performance. An advisor can bring an objective third party perspective that's more rational.
John Nersesian
Rebalancing doesn't work every time. It works over time.
John Nersesian
If I want to build wealth to transfer to the next generation, I can let it grow on a tax-free basis.
John Nersesian
We think the concern is well-founded, and that's not based on a prediction that inflation will be higher in the future, but we find that the impact of inflation is often underestimated in the planning process. Small numbers have a big impact over longer-term horizons.
John Nersesian
The goal isn't for the advisor to divorce him or herself from the brand, but rather to go beyond it.
John Nersesian
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Based on Keywords: reitThere is no lonelier man in death, except the suicide, than that man who has lived many years with a good wife and then outlived her. If two people love each other there can be no happy end to it.
Ernest Hemingway
I'm saddened to see that everyone's pitched out the baby with the bath, in that we say that it can't be one or the other, it could be both. I mean, just because we listen to classical music doesn't mean that we can't listen to jazz.
Don Bluth
When we drop fear, we can draw nearer to people, we can draw nearer to the earth, we can draw nearer to all the heavenly creatures that surround us.
Bell Hooks