Miriam Rozen
staff reporterMiriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
They have become increasingly attractive as real estate prices climb.
Many advisors want nothing to do with cryptocurrency.
A proliferation of ETFs raises the stakes of distinguishing between passive and active. It's smart to be a little skeptical.
Ideally, these tools allow clients to view all their accounts in a single location and evaluate the impact of their investments.
"If you think you are going to get paid for what technology can do, think again."
Don't let momentum for an asset class in either direction overtake logic.
They started early and hired successor candidates based on their values, not just their skills.
One adviser calls it a "fairly destructive strategy."