10 Investment Must Reads for This Week (Sept. 9, 2025)

Published on September 9, 2025

Interval fund sponsor Bluerock fell short of the votes at its investor meeting to convert its embattled real estate fund, but it has two more weeks to wrangle votes. NASAA has amended guidelines for the use of non-traded REITs. These are among the investment must-reads we found this week for financial advisors.

Continue reading on website
Other news

Even If the Fed Starts Lowering Rates, We’re Not Out of the Woods Yet

September 9, 2025
Three factors that may influence the direction of the economy, markets and your clients’ sense of wellbeing.

Asset Allocation Bi-Weekly – The Cap-Weighted & Equal-Weighted S&P 500

September 9, 2025
There are many ways to describe the strong performance in large cap US stock prices this year. You could simply call it a bull market, with the S&P 500 total return index up 31.2% since its low in early April and up 11.5% year-to-date.