FinSyn Insights

Weekly insights on the markets, economy, and financial planning

We’re always studying the global markets landscape and researching potential asset classes for inclusion in our portfolios.
Yesterday we sold our long-term real estate holding, JP Morgan U.S. Real Estate (SUIEX) in all of our clients’ accounts. We’ve replaced it with Cohen & Steers Institutional Realty Shares (CSRIX). Since we first bought the JP Morgan fund in 2000 …

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