Apex Fintech Solutions’ Post

Is now the time to invest in fixed income? That’s one of the biggest questions we get from clients today. Stephen Dover, Head of Franklin Templeton Institute, Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors: https://s.frk.com/46TliET.

Is now the time to invest in fixed income? That’s one of the biggest questions we get from clients today. Stephen Dover, Head of Franklin Templeton Institute, Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors: https://s.frk.com/46TliET.

One of the biggest challenges I hear from passive investors: “𝗛𝗼𝘄 𝗱𝗼 𝗜 𝗸𝗻𝗼𝘄 𝘄𝗵𝗮𝘁 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁 𝗶𝗻?” A 1-Minute Breakdown: Funds vs. Single-Property Syndication 𝗥𝗶𝘀𝗸 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: 📈 Fund: Investment is spread over multiple properties to diversify risk. 🏠 Single property: More concentration risk. 𝗗𝗲𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗶𝗼𝗻 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: 📈 Fund: When you combine depreciation of the properties in a fund, cap gains from a property sale can mitigated. (Meaning tax-free sale proceeds in each deal cycle.) 🏠 Single property: Upon a sale, depreciation from the property is captured. (Meaning you can't use it against cap gains from a sale.) 𝗧𝗮𝘅-𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗗𝗲𝗮𝗹 𝗖𝘆𝗰𝗹𝗲𝘀: 📈 Fund: Yep. 🏠 Single property: Nope. 𝗦𝗽𝗲𝗲𝗱 𝗼𝗳 𝗪𝗲𝗮𝗹𝘁𝗵 𝗚𝗿𝗼𝘄𝘁𝗵: 📈 Fund: The benefits of tax optimization speed up the wealth-building process. 🏠 Single property: Wealth growth is slower. Tax planning on each sale is more difficult to address. 𝗧𝗮𝘅 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗳𝗼𝗿 𝗙𝘂𝗻𝗱 𝗘𝘅𝗶𝘁: 📈 Fund: Yes. The same depreciation strategy is used to cancel cap gains on the final exit. 🏠 Single property: No. Like before, depreciation isn't available to cancel cap gains. -- What questions do you have about investing in a fund vs. a single property? Let me know below.

Is now the time to invest in fixed income? That’s one of the biggest questions we get from clients today. Stephen Dover, Head of Franklin Templeton Institute, Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors: https://s.frk.com/46TliET.

In our latest Top of Mind article, Head of Multi-Asset Strategy Adam Berger and Fixed Income Portfolio Manager Connor Fitzgerald discuss the interest-rate environment and the fundamental picture in investment-grade credit and high yield.

In our latest Top of Mind article, Head of Multi-Asset Strategy Adam Berger and Fixed Income Portfolio Manager Connor Fitzgerald discuss the interest-rate environment and the fundamental picture in investment-grade credit and high yield.

In our latest Top of Mind article, Head of Multi-Asset Strategy Adam Berger and Fixed Income Portfolio Manager Connor Fitzgerald discuss the interest-rate environment and the fundamental picture in investment-grade credit and high yield.

Fixed income investors have been on quite a roller coaster ride over the last two years as interest rates have catapulted at record pace according to Montag Fixed Income Manager, Amy Carcione. This type of movement in the bond market has generated some unwanted volatility in what were normally considered “safe” investments. Here at MONTAG Wealth Management, we understand that clients want a reliable income stream and security as the foundation of their fixed income portfolios, regardless of the direction of interest rates. A bond ladder is one approach investors can use to lock in today’s attractive yields. Learn more about this type of portfolio here: https://lnkd.in/gzuBsJVw 

In our latest Top of Mind article, Head of Multi-Asset Strategy Adam Berger and Fixed Income Portfolio Manager Connor Fitzgerald discuss the interest-rate environment and the fundamental picture in investment-grade credit and high yield.

In our latest Top of Mind article, Head of Multi-Asset Strategy Adam Berger and Fixed Income Portfolio Manager Connor Fitzgerald discuss the interest-rate environment and the fundamental picture in investment-grade credit and high yield.