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Potentially Higher Returns await in Middle Market Private REITs

March 28, 2022

Middle market private REIT opportunities abound in the post-pandemic market. Read Warren Financial’s review of the private vs public markets and discover how to analyze these markets to find good opportunities.

Investors Come Unhinged For Cyclicals – Finding Value In The Economic Reopening

May 10, 2021

It’s no secret that investors have decided in 2021 that reopening the economy means that cyclical stocks are the favorite investment vehicle. But are they?

Inheritance Isn’t All Joy – 5 Steps To Avoid The Pain For You And Your Portfolio

April 8, 2021

Inheritance is something that falls in the category of “death and taxes”. We will likely all get to experience dealing with inheritance, either as one who is the beneficiary of the inheritance, as one who is the provider, and for many of us, both.

Presidential Election Impact on the Markets

August 27, 2020

Warren Financial highlights some of the longer term effects on various industries as a result of the Presidential election in November. This is not the time to try to jump-out of investments, then try to jump-back-into investments after the election. Rather this is the time to have eyes wide open to the parties and the candidates and look at the effects beyond just the month of November.

Today’s Interest Rate Environment – A Challenge For Investors And Their Fixed Income Allocation

May 27, 2020

Warren Financial offers insights on determining what role bonds should play in a portfolio given the current low interest rates.

REITS – Worth A look

May 18, 2020

Warren Financial believes there is a place in most investor’s portfolios for income producing assets. We have narrowed the hundreds of choices down to a handful of picks that we believe have the ability to earn an economic rent and meet fundamental earnings growth, value and risk criteria.

Ever Hear Of A Flower-Power Stock? Watch This One Bloom!

February 26, 2019

The gifting industry where the floral business makes the bulk of its revenue has been growing and the main benefactor is the company 1-800-FLOWERS.com.

3 Major Investment Themes of 2019

January 10, 2019

The punching bag in 2018 turned out not to be Trump but Wall Street. It was a bloody fight between the short-sellers and the Fed. But no one got knocked out and that’s why we are bullish on the following three investment themes…

Should Investors be Bullish on the Authenticity Market

October 15, 2018

Find out if investing in collectibles such as antique period pieces (Sotheby’s ticker is BID) or exotic cars (Ferrari’s ticker is RACE) might be a good idea ahead of the inflationary chatter from the Fed.

Potentially Higher Returns await in Middle Market Private REITs
March 28, 2022 Middle market private REIT opportunities abound in the post-pandemic market. Read Warren Financial’s review of the private vs public markets and discover how to analyze these markets to find good opportunities.


Investors Come Unhinged For Cyclicals – Finding Value In The Economic Reopening

May 10, 2021

It’s no secret that investors have decided in 2021 that reopening the economy means that cyclical stocks are the favorite investment vehicle. But are they?


Father and son planting a tree together

Inheritance Isn’t All Joy – 5 Steps To Avoid The Pain For You And Your Portfolio

April 8, 2021

Inheritance is something that falls in the category of “death and taxes”. We will likely all get to experience dealing with inheritance, either as one who is the beneficiary of the inheritance, as one who is the provider, and for many of us, both.


Election Voting Booth

Presidential Election Impact on the Markets

August 27, 2020

Warren Financial highlights some of the longer term effects on various industries as a result of the Presidential election in November. This is not the time to try to jump-out of investments, then try to jump-back-into investments after the election. Rather this is the time to have eyes wide open to the parties and the candidates and look at the effects beyond just the month of November.

Fully Diversified Asset Allocation chart

Maximizing your Portfolio Benefits via Asset Allocation

August 6, 2020

Despite the fact that most large, successful money management institutions such as endowments and pension funds have moved away from the widely diversified Strategic Allocation strategy, most fund or money managers continue to hold fast – even in the face of long-term poor returns. These poor returns are not a passing reality but a 10 year+ long-term trend that has been causing great suffering on the part of all sizes and types of investors.


Bonds Ratings

Today’s Interest Rate Environment – A Challenge For Investors And Their Fixed Income Allocation

May 27, 2020

Warren Financial offers insights on determining what role bonds should play in a portfolio given the current low interest rates.


Real estate investment trust

REITS – Worth A look

May 18, 2020

Warren Financial believes there is a place in most investor’s portfolios for income producing assets. We have narrowed the hundreds of choices down to a handful of picks that we believe have the ability to earn an economic rent and meet fundamental earnings growth, value and risk criteria.


Ever Hear Of A Flower-Power Stock? Watch This One Bloom!

February 26, 2019

The gifting industry where the floral business makes the bulk of its revenue has been growing and the main benefactor is the company 1-800-FLOWERS.com.


3 Major Investment Themes of 2019

January 10, 2019

The punching bag in 2018 turned out not to be Trump but Wall Street. It was a bloody fight between the short-sellers and the Fed. But no one got knocked out and that’s why we are bullish on the following three investment themes…


Should Investors be Bullish on the Authenticity Market?

October 15, 2018

Find out if investing in collectibles such as antique period pieces (Sotheby’s ticker is BID) or exotic cars (Ferrari’s ticker is RACE) might be a good idea ahead of the inflationary chatter from the Fed.