Coporate Cash Management • Avantis Investors Event • Article: Why I Don’t Buy Stocks • The FOMO Worth Your Attention
Monthly AIRE Perspectives – August 2023
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
Introducing AIRE Corporate Cash Management
Due to high demand and requests from a number of valued clients, we are pleased to introduce our Corporate Cash Management Services. For a nominal fee of 0.23% for the first $3 million and 0.14% for additional amounts, AIRE Advisors will provide comprehensive cash management services, creating customized portfolios depending on your timeframe and needs. We utilize a variety of high quality investment options, including:
United States Government Bonds (Treasuries)
FDIC Insured Bank Deposit Accounts
FDIC Insured CDs from over 100 banks, creating FDIC coverage of more than $50 million
Money Market Funds
Ultra-Short Term ETFs
Commercial Paper
…And Much More
With current interest rates on money markets and US government bonds above 5%, it is a good time to review available options. If you or your company have cash assets above FDIC limits at banks, contact us for a free consultation.
RSVP by Thursday, August 17th For Our Exclusive AIRE Advisors Live In-Person Event: An Evening with Eduardo Repetto, CEO of Avantis Investors
On August 24th at 6pm, we are pleased to host an exclusive live in-person event in Beverly Hills with Eduardo Repetto, CEO of Avantis Investors, and former Co-CEO and Co-CIO at Dimensional Fund Advisors. Owned by American Century Investments, Avantis has had explosive growth since its inception in 2019, growing to more than $25 billion in AUM in less than 4 years.
Eduardo will discuss a number of educational and current topics, and will take questions from attendees. Topics of discussion will include:
The process and methodology at Avantis
Factor investing and a tile towards certain factors
Tax benefits and other advantages of the ETF structure for managing portfolios
Avantis’ strategy for staying on the cutting edge of the latest research
…And much more!
For more information on Eduardo, you can click here for a recent podcast and article. To RSVP for this special event, please send an email to info@aireadvisors.com by August 17th. We look forward to seeing you there!
Short MUST-READ Article: “Why I Don’t Buy Stocks”
When we find articles that both match and articulate our philosophy, we are compelled to share them! Please click here for an excellent article from Kiplinger highlighting compelling reasons to favor ETFs over individual stocks or mutual funds. This is a must-read article!
A Brief But Valuable Behavioral Finance Lesson from Avantis: The FOMO Worth Your Attention
We encourage you to click here to read a brief but important article from Avantis. Here are two key takeaways from the article:
The market may rise or fall going forward, but there’s no reliable way to predict precisely when market peaks or valleys will start and end.
Historically, the positive returns we expect from stocks have been realized more often than not following periods of recent positive returns or new market highs.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.
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