Portland Housing Prices Increase in March

May 30, 2017News, Real Estate
Portland Real Estate Index Increases Again Portland Real Estate had its largest month-over-month increase of 2017 in March. The Portland Case Shiller housing price index jumped 1.03% from February to March, beating the national average rate of increase. This new data from Standard & Poor's is interesting, given local media reports that apartment rental prices [...]

What’s in the Trump Budget Proposal?

May 24, 2017Uncategorized
What's in the Trump Budget Proposal? On Tuesday, May 23rd, the Trump administration released it's first budget proposal. The Trump budget proposal contains many "deep" cuts, many of which are attracting media and finance sector attention. There are also notable expansions in the budgets of select Agencies and programs, all of which we will detail. [...]

Housing vs REIT’s: Investing in Real Estate

May 23, 2017Investing, Real Estate
Housing versus REIT's Real Estate is a unique class of investment. For many, Real Estate is both the largest asset and the largest liability in their financial life. We have classic personal finance dichotomies such as "own versus rent" related to Real Estate. Even the sages of the Talmud weighed in on the topic of Real Estate investment, with [...]

Global Economic Growth

May 13, 2017Investing
Global Economic Growth What predicates strong economic growth? We look at one World Bank studyThe Global Growth Study In 2008, the World Bank funded a study by Nobel Prize winner Michael Spence to answer questions such as "why have only 13 developing world economies achieved sustained, high growth since World War II?" 1 The 198 page [...]

Closed-End Funds: An Introduction

May 12, 2017Investing
Closed-End Funds: An Investment Company The Investment Company Act of 1940 established the framework for today's "funds." Closed-End Funds (CEF's) are one of the four main investment company types commonly operating, the other three being the Mutual Fund, the Exchange Traded Fund (ETF), and the Unit Investment Trust (UIT). Closed-End funds are professionally managed investment companies that [...]

Asia Pacific ETF’s: The Top Pacific ETF’s Have Widely Varying Portfolios & Strategies

May 11, 2017ETF's
Asia Pacific ETF's Have Very Different Portfolio Compositions The top ETF's in this sector are taking very different stances on weightings of various countriesAsia Pacific ETF's Asia Pacific ETF's are Exchange Traded Funds that invest in equities based in the Pacific basin. They're often lumped into one broader category by investment advisors, but as we [...]