Wealth Think

Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.

Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.

Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.

Ill-considered estate plans and buy/sell agreements can have a devastating impact on business continuity.

A fiscally savvy population serves planners' self interests while making the world a happier, more prosperous place, Michael Nathanson argues.

It may take time, trial and error but the turbo-AI tool is worth integrating into an advisory firm's marketing technology stack.

Embracing uncertainty in strong and weak markets alike grounds the client, their portfolio and the practice.

Firewall, antivirus software and backup, once the cutting-edge elements of a cyberstack, are now the lowest common denominator of protection.

If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.

3 viable options for under-65 clients trying to bridge the gap between quitting work and Medicare.