REITs

A PKS rep allegedly sold $190 million worth of non-traded REITs and BDCs without disclosing the commissions.

The discussions, which have since been abandoned, centered on a REIT with a market value of $2 billion, according to people familiar with the matter.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

With the number of U.S. indexes far outstripping stocks, anxiety is mounting over whether the funds artificially inflate share prices, fueling bubbles.

Certain clients may consider donating directly from their IRAs.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

But the benefits are not evenly distributed among taxpayers.

A settlement with Massachusetts regulators resolved a nontraded REIT case, but NPH’s terminations from FINRA and a handful of states are still pending.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.