Does Investing in Senior Housing Truly Benefit Aging Americans?​

At first glance, the United States seems well-equipped for its aging population, boasting advanced medical facilities, a high standard of living, and a surge in senior housing developments. However, a deeper examination reveals that quality housing alone doesn’t address the multifaceted challenges faced by older Americans, such as poverty and social isolation.​

The Great Wealth Transfer: How to Ensure Your Legacy Lasts

The Great Wealth Transfer. As we grow older and build families, discussions about wills and estate planning become increasingly important. Financial planners and family members want to ensure assets are distributed according to our wishes, avoiding probate and ensuring a smooth transfer to loved ones. But there’s an often-overlooked aspect: what happens after the transfer?

Monthly Investment Newsletter – March 2025

Private Equity Investment Company Investment Market Update: The US economy experienced a solid Q4, supporting a positive overall 2024: • Gross domestic product rose 2.5% in 2024

• The housing sector is relatively stabile

• Labor market conditions remain solid. The unemployment rate has been steady since the middle of last year and, at 4% in January, remains low.

• Inflation has eased significantly but remains above the Fed’s 2.0% goal. Total personal consumption expenditures (PCE) rose 2.6% over the 12 months ending in December. The PCE is what the Fed really focuses on when they look at inflation.