ABLE Accounts for the Disability Community

09/05/23 • 30 min

One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can.

In this session, we talk about one tool that may help with some of the financial responsibilities for supporting your loved one while helping them stay qualified for means-tested benefits supplemental security income (SSI) and Medicaid. My guest will introduce the importance of planning ahead and maintaining eligibility for public benefits whether the family is wealthy or has limited means.

Here is a link for more information about Jeff and Vistica Wealth Advisors:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Here is a link for more information about Jeff and Vistica Wealth Advisors:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Previous Episode

The Compelling Opportunity in Small-Cap Stocks

Several factors point to why this is an exceptional time to invest in small-cap stocks. Small-cap stocks tend to outperform after inflation peaks and in the aftermath of recessions. Small-cap valuations are at 20-plus-year lows relative to large-cap equities. Earnings revisions for small caps are stabilizing and beginning to outpace those of large caps. The M&A market is recovering, which historically correlates with improved small cap performance.

Here is a link for more information about Eric and Penn Capital:

Penn Capital web site- https://www.penncapital.com/
Connect with Eric Green on LInkedIn- https://www.linkedin.com/in/eric-green-cfa-333335/
Penn Capital Special Situa�ons Small Cap Equity Fund (PSCMX) fact sheet- https://www.penncapital.com/sites/default/files/media/documents/Penn%20Capital%20Special%20Situations%20Small%20Cap%20Equity%20Fund%20Factsheet_2Q23.pdf
Penn Capital Mid Cap Core Fund (PSMPX) fact sheet- https://www.penncapital.com/mutual-funds/penn-capital-mid-cap-core-fund

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Next Episode

The Exceptional Opportunity in REITs

The rise in global interest rates is driving a “great reset” of real estate values. With the ongoing correction in private markets, REITs offer an attractive entry point with valuations at historic lows. In addition, a number of factors favor REITs:

Large differences in valuation between public and private RE markets, while rare, have historically benefited REITs.
REITS have historically outperformed the S&P post-Fed tightening cycles.
REIT sectors are more concentrated in areas with strong sector secular growth, including senior housing, industrials, data centers, and residential/specialty housing.
If the real estate repricing process continues, there will be a wave of consolidation as well-capitalized firms buy attractive properties at steep discounts.
Longer-term, falling rates combined with an imbalance of supply and demand will be bullish for REIT valuations.

Here is a link for more information about Rick and PGIM:

PGIM Select Real Estate Fund- https://www.pgim.com/investments/mutual-funds/pgim-select-real-estate-fund
US Real Estate Fund Performance- https://www.pgim.com/investments/getpidoc?file=8CE3D7D87B7CAE1285258138004284B8
Rick’s Latest Perspectives on REITs- https://www.pgim.com/real-estate/commentary/manager-minutes-inflection-point-reits

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.