Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too.

Bob Heykoop’s Choice: Dr. David Kelly – Commercial Real Estate: Macro Risk or Investment?

I suspect the challenges that we have seen in the commercial real estate space will come as no surprise as we continue to experience the surge in online shopping and the downsizing of square footage requirements in traditional office space with many organizations going to a remote or hybrid model for qualified workers where it makes sense for a business and their customers.

David Kelly, Chief Global Strategist at J. P Morgan Asset Management provides excellent insight in his current “notes on the week ahead” that provides an easy to understand explanation with projections into both the risk as well as opportunities in the commercial space going forward.

Drew Barnes’ Choice: First Trust – Three on Thursday

We are frequently asked about the future of Social Security.  While we do not have a definitive answer, some form of reforms are likely needed. This piece from First Trust Economics details the current state of Social Security and what possible reforms may be needed to ensure solvency far into the future.

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