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NEWS
July 12, 2013
DEAR HARRY : I now know one of the major reasons that investors often don't do well in the stock market: There's too much conflicting advice. Just this past weekend, I saw reports by three "gurus" about portfolio management. Each had a different breakdown of how you should split your investments. They even varied on the split at specific ages. At age 65, one said 40 percent in stocks, a second said 50 percent, and the third said 55 percent. I checked with my stockbroker, and he said his firm agreed with 50 percent.
NEWS
October 28, 2011
RAIT Financial Trust, a Philadelphia company that invests in real estate and lends money for real estate, reported positive trends in its loan portfolio. The company said it had $91.8 million in troubled loans on Sept. 30, down from $143.2 million a year ago. The occupancy rate for its apartment, office, and retail properties has improved steadily over the past year, to 84.5 percent on Sept. 30 from 74.8 percent a year ago. RAIT's shares were up 15 percent, or 68 cents, to $5.30 on the New York Stock Exchange.
NEWS
December 29, 2011 | Carolyn Nicander Mohr, SPECIAL TO THE INQUIRER
Your New Year's resolutions might include personal goals such as losing weight, eating better, exercising more or learning the mambo. But your resolutions should also include financial goals, such as reassessing your investment portfolio. With the volatility of the stock market in 2011, some investors ignored their portfolios to avoid the stomach-churning ride of daily price fluctuations. But as the year draws to a close, consider reviewing your investments to determine whether your portfolio could use some improvement.
BUSINESS
December 13, 2011 | By Erin E. Arvedlund, Inquirer Columnist
What is going to happen with the financial crisis in Europe? Some on Wall Street argue Europe is finally getting its act together and the sell-off in European banks and capital markets is overdone. Others say they believe the European monetary union is going to collapse spectacularly, with the euro currency going out of existence and the region plunging into conflict. So, here are ways to play those opposing scenarios in a portfolio. Consider the view of Goldman Sachs Group Inc., which last week upgraded ratings on European banks to neutral from underweight, for this reason: "The new funding arrangements agreed by the ECB (European Central Bank)
BUSINESS
May 12, 2015 | By Erin E. Arvedlund, Inquirer Columnist
How do pros invest for their personal portfolios? A series of local financial planners have agreed to "open the kimono. " Up first: Dave Hoyer, registered investment adviser with Prometheus Capital in Yardley. Often, professional money managers invest differently for clients than they do personally (for what reason, we are mystified). But in Hoyer's case, he's proud to eat his own cooking. "I own what I also buy and sell for my clients," says Hoyer. He and his wife, both 66, have retirement accounts, will draw pensions, and applied for and suspended Social Security benefits.
BUSINESS
August 2, 2016 | By Erin E. Arvedlund, Staff Writer
A robo-adviser just for women? That's the latest step for Amanda Steinberg, the South Philly native who founded DailyWorth, a financial-advice newsletter with more than one million women subscribers. Last year, Steinberg expanded Chestnut Hill-based DailyWorth into financial advice and money management with the launch of WorthFM, which offers a pre-selected portfolio of eight exchange-traded funds. WorthFM is similar to robo-adviser start-ups such as Wealthfront or Betterment, with portfolios that are pre-selected and rebalanced automatically.
NEWS
December 5, 2015 | By Jacob Adelman, Inquirer Staff Writer
Former Mack-Cali Realty Corp. chief executive officer Thomas Rizk is betting that suburban office parks still have some life left in them with the $245.3 million acquisition of a 41-building corporate center in Horsham. Workspace Property Trust (WPT), of which Rizk now is chief executive, bought the Pennsylvania Business Campus from Malvern's Liberty Property Trust, the companies said in separate releases Friday. It is WPT's first step toward building a portfolio of suburban real estate in the northeastern United States, Rizk said.
BUSINESS
June 12, 2016 | By Jacob Adelman, Staff Writer
Pennsylvania Real Estate Investment Trust indicated this week that it was open to merging with another shopping-mall operator, raising the possibility that the Philadelphia company may join a wave of buyouts among retail-center owners nationwide. PREIT chief executive Joseph Coradino said at a real estate investment conference in New York that the company - owner of Cherry Hill Mall, among others locally, and a partner in the $325 million redevelopment of Center City's Gallery at Market East - would consider combining with another operator if such a move would be good for shareholders.
BUSINESS
April 27, 2016 | By Alan J. Heavens, REAL ESTATE WRITER
The energy level in the conference room on the 16th floor of 8 Penn Center was so high that, if harnessed, it might have kept the El running for a week. At the table were the players in GoldOller Real Estate Investments, save chief operating officer Jake Hollinger, who was live from Florida on a big screen. Presiding was founder and CEO Richard S. Oller, who with partner/president Jeffrey Goldstein leads a Philadelphia-based multifaceted operation of property management, sales, and investment services, valued at $1.5 billion-plus after just a few years in the making.
BUSINESS
April 27, 2016
The company, founded by Richard S. Oller, is a $1.5 billion, multifaceted operation based in Philadelphia. Property management: National rental portfolio, including TCS Management, locally. Sales and leasing: The Condo Shop and its TCS Homes division. Investment services: Rittenhouse Realty Advisors
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ARTICLES BY DATE
BUSINESS
August 2, 2016 | By Erin E. Arvedlund, Staff Writer
A robo-adviser just for women? That's the latest step for Amanda Steinberg, the South Philly native who founded DailyWorth, a financial-advice newsletter with more than one million women subscribers. Last year, Steinberg expanded Chestnut Hill-based DailyWorth into financial advice and money management with the launch of WorthFM, which offers a pre-selected portfolio of eight exchange-traded funds. WorthFM is similar to robo-adviser start-ups such as Wealthfront or Betterment, with portfolios that are pre-selected and rebalanced automatically.
BUSINESS
June 12, 2016 | By Jacob Adelman, Staff Writer
Pennsylvania Real Estate Investment Trust indicated this week that it was open to merging with another shopping-mall operator, raising the possibility that the Philadelphia company may join a wave of buyouts among retail-center owners nationwide. PREIT chief executive Joseph Coradino said at a real estate investment conference in New York that the company - owner of Cherry Hill Mall, among others locally, and a partner in the $325 million redevelopment of Center City's Gallery at Market East - would consider combining with another operator if such a move would be good for shareholders.
BUSINESS
April 27, 2016
The company, founded by Richard S. Oller, is a $1.5 billion, multifaceted operation based in Philadelphia. Property management: National rental portfolio, including TCS Management, locally. Sales and leasing: The Condo Shop and its TCS Homes division. Investment services: Rittenhouse Realty Advisors
BUSINESS
April 27, 2016 | By Alan J. Heavens, REAL ESTATE WRITER
The energy level in the conference room on the 16th floor of 8 Penn Center was so high that, if harnessed, it might have kept the El running for a week. At the table were the players in GoldOller Real Estate Investments, save chief operating officer Jake Hollinger, who was live from Florida on a big screen. Presiding was founder and CEO Richard S. Oller, who with partner/president Jeffrey Goldstein leads a Philadelphia-based multifaceted operation of property management, sales, and investment services, valued at $1.5 billion-plus after just a few years in the making.
NEWS
April 12, 2016
THREE longtime Daily News editors have won national awards for headline writing from the American Copy Editors Society. The Daily News awards, for headlines written in 2015 at newspapers below 100,000 circulation, went to: * First place, staff portfolio: Joe Berkery, Doug Darroch, Drew McQuade (Seed Money, Acting Our Rage, The New Furor, Shot of Heroine, Chaka Con, Frock Star, To D.I.Y. For, I'm Calling Momcast!, Where the Gun Don't Shine, Prints of Thieves) * First place, individual portfolio: Doug Darroch (We're Shattered, Seed Money, Punching Up the Plot, Where the Gun Don't Shine, To D.I.Y.
BUSINESS
March 31, 2016 | By Jacob Adelman, Staff Writer
Pennsylvania Real Estate Investment Trust has sold four malls in Alabama, Virginia, and Pennsylvania, almost completing its years-long strategy of shearing lesser-performing shopping centers from its core focus on assets in populous, heavily shopped areas. Philadelphia-based PREIT sold the centers to two buyers for $92.4 million, bringing its total mall sales to 13 in about three years, according to a statement being released Wednesday. Just one property, Washington Town Center near Pittsburgh, remains on the market.
BUSINESS
March 2, 2016 | By Alan J. Heavens, REAL ESTATE WRITER
To say that Brad and Larry Korman are enthusiastic about their growing portfolio of "luxury long-stay" AKA properties may be an understatement. From the moment they greet a visitor in the lobby of AKA Rittenhouse Square at 136 S. 18th St., the Kormans take turns talking about how they have been taking the furnished, extended-stay-apartment model pioneered by their father, Steven, to the heights of luxury living. AKA isn't an acronym. They wanted something simple, interesting, memorable, yet familiar.
BUSINESS
February 21, 2016 | By Erin Arvedlund, Staff Writer
Are low-priced oil and gas investments a trap? Or is this a historic opportunity to buy, now that the commodities' prices have crashed? Even the experts aren't sure - at least not yet. Just look at activist investor Carl Icahn, who bought heavily into oil and gas bets last year, only to watch those wagers go against him as the price of oil sinks to historic lows. "I've been in that area for years on and off, and we always did great - except now, obviously, with the price of oil, we're stuck in a couple of them," Icahn said in December, during a podcast with oil perma-bull T. Boone Pickens.
NEWS
January 29, 2016 | By Patrick Rapa, For The Inquirer
If you ask Cameron Esposito, seeing your face on a movie screen isn't nearly as thrilling as seeing your name. The Chicago-born, L.A.-based stand-up comic known for her amicably in-your-face style, personal anecdotes, and swooping "side-mullet" has recently started to diversify. She just got back from the Sundance Film Festival, where two films by young directors - J.D. Dillard's Sleight and Kerem Sanga's First Girl I Loved - featured her in supporting roles. "Because of my stand-up stuff, and how much of my career involves promoting yourself as a brand, I see my face a lot," she said in a recent interview while on the ride home from LAX. "But one thing I haven't seen a bunch is my name on a single title card.
BUSINESS
December 6, 2015 | By Jacob Adelman, Inquirer Staff Writer
Former Mack-Cali Realty Corp. chief executive officer Thomas Rizk is betting that suburban office parks still have some life left in them with the $245.3 million acquisition of a 41-building corporate center in Horsham. Workspace Property Trust (WPT), of which Rizk now is chief executive, bought the Pennsylvania Business Campus from Malvern's Liberty Property Trust, the companies said in separate releases Friday. It is WPT's first step toward building a portfolio of suburban real estate in the northeastern United States, Rizk said.
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