Permanent life insurance shares notable characteristics with an asset class many physicians own — real estate — particularly ...

Multi-asset funds diversify their portfolios across different asset classes – domestic equities, foreign equities, debt, real ...

December’s estimate. US equities are still the lone downside outlier for expected return relative to the market’s history and the various asset classes that comprise GMI. US shares are ...

One of these asset classes to avoid is student housing ... financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods.

Asset location seeks to minimize taxes by placing different asset classes in specific tax buckets (taxable, pre-tax, tax-free). Typically, you want to place investments with low expected returns ...