In 2024, Davis Real Estate Fund returned 4.89% compared to 9.15% for the Wilshire U.S. Real Estate Securities Index. We ...

The Third Avenue Small-Cap Value Fund (TVSVX) returned -4.38% during Q4 2024. Click here to read the full commentary.

A nontraditional but successful approach to real estate investing ... peers. In fact, the strategy was more correlated with the diversified Morningstar US Market Index than any fund in the ...

Dividend stocks are proven wealth creators. For example, if you invested just $100 into the average dividend stock 50 years ...

Each year, Social Security benefits are adjusted for inflation (or deflation) with a cost-of-living adjustment (COLA). For 2025, the COLA is 2.5%, bumping up retirement checks by an average of about ...

BlackRock Real Estate Securities ... This means the fund avoids holding firms that are consistently profitable, growing, and have solid balance sheets. Lacking this ballast, the fund's prospects ...

Q4 2024 Earnings Call Transcript January 23, 2025 Banc of California, Inc. beats earnings expectations. Reported EPS is $0.28, expectations were $0.23. Operator: Good day, and welcome to the Banc of ...

In the coming weeks, investors face a busy period with the Q3 earnings season, Trumps swearing-in, the Fed meeting, and the ...

Global dividends are expected to show continued strength in 2025 after companies paid out $485 billion in the final quarter of last year.

These two investments could make a lot of sense this year. The post Here's how I'd invest my next $5,000 on the ASX in 2025 ...

This fund can be held in an Investment ISA and a SIPP To generate income and some growth over the long term (5 years or more) by investing in property and property related investments. It is intended ...

The Fund aims to provide income and capital growth in excess of the FTSE EPRA NAREIT Developed TR GBP (Net) index (after fees have been deducted) over a three to five year period by investing in ...