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Stephanie Chedid, AIF®

Who’s Afraid of the Big Bad Markets

Well, to some extent, after the trauma of The Great Recession, who wouldn’t be? But, to achieve returns in the range needed to thrive or even survive in the health care industry, investment portfolios need to be more diverse – in fact, in the next three to five years, about 40% of respondents from our 2014 Senior Living Study expect to achieve returns from their portfolios in the 6-8% range.

Click here to find our more about industry trends on portfolio allocations.

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Views and comments expressed in this blog are those of the author and do not necessarily represent the positions of Cleary Gull or fellow Cleary Gull associates.