Tag Archives | Senior Living Finance
byrds turn turn turn

Turn, Turn, Turn: Are Active and Passive Investment Styles Cyclical?

It is no secret that passive investing has made big inroads in snagging increased market share the past decade or so. The argument goes something like this: “Over the past umpteen years the “Average” manager has been unable to beat his or her benchmark, so why pay high fees for sub-par performance?” Sounds pretty simple, […]

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Recalculating a Rule of Thumb for Entrance Fee Pricing

As investment consultants, we do a lot of modeling to see how different portfolios might perform in different market environments.  Of course, these quantitative pursuits are balanced against our qualitative judgments regarding asset classes and their correlation to both other asset classes and the markets in general.  The usefulness of any model, however, is only […]

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video tape

Let’s Go to the Video Tape….How do Life Plan Communities Manage their Investments?

We at Solaris Advisors have guided the investment portfolios of many life plan communities and have long been proponents of an approach that balances portfolio risk with operational or enterprise risk. We work with databases that have financial statements of life planning communities to compare the operational statistics of LPC’s to their various asset allocation […]

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Dry River Bed

Bond Market Liquidity Concerns

    Click on “send” and you will soon own something. The ease and speed of communicating transactional information has reached a level where many do not give a second thought as to the other side of that transaction. The world is my oyster. In today’s bond market many observers are beginning to comment on […]

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StateStat Roundtable on Jobs,Education,Skills,and Transportation

A Word on Investment Committees

                  A Word on Investment Committees We were recently asked by a client to make a presentation on Investment Committee Development. In addition to our own invaluable experience with investment committees, we found several interesting research sources for our presentation. One source was a Trustee Primer produced […]

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Jim Jeffery Joins Solaris Advisors, LLC

            We are pleased to announce that Jim Jeffery, the founding and principal partner of Jeffery Asset Management has joined Solaris Advisors LLC to lead their team serving non-profit clients, particularly in the Senior Living sector. Jim brings to Solaris Advisors his 20 + years of experience and expertise in […]

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Jeff Rowley Big Wave Surfer 2012 Finalist Billabong XXL Big Wave Awards Ride of Year by Minnie Vuong Xvolution Media

Stable Disequilibrium

Stable Disequilibrium   The people at PIMCO are at it once again, attempting to coin a phrase. In the wake of the financial crisis in 2008, Mohammed El-Erian & Co. gathered  at their annual “Secular Forum” to discuss the state of the world in the context of asset allocation and broke huddle with a view […]

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Cyclical Outlook from a Thought Leader

Cyclical Outlook from a Thought Leader As 2012 draws to a close, we’d like to share some informed views on the economy that come to us from the people at PIMCO. PIMCO spends a great deal of time formulating their top-down views on the macro environment and have developed a very rigorous process to achieve […]

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risk parity

Risk Parity; Another Look at Asset Allocation

Risk Parity; Another Look at Asset Allocation The last 3 years of sizzling domestic equity returns and solid bond total returns have left many purveyors of alternative strategies scratching their heads, as their sophisticated approaches have largely fallen short. Following the extreme volatility of the internet bust of 2000-2002 and then the financial crisis of […]

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The Fed’s Near-Zero Interest Rate Policy: A 2 Edged Sword for Senior Living

The Fed’s Near-Zero Interest Rate Policy: A 2 Edged Sword for Senior Living It is now clear to all that the Federal Reserve is determined to keep interest rates low for an extended time frame. In fact, we now know that ZIRP (Zero Interest Rate Policy) will continue until the Fed is satisfied that unemployment […]

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