Portfolio

A new batch of nontraded REITs look eerily like disastrous limited partnerships of the late 1980s and early 1990s.

Vista Wealth Management specializes in working with executives from Silicon Valley, many of whom are young and newly wealthy.

Growing firms may need to rethink processes, tools, relationships and staffing strategies.

Many RIA firms are tempted to use new trust companies to avoid losing clients to big banks. Some experts warn against it.

Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

A top performer in the large growth category, Thornburg International Growth Fund is hard to pigeonhole.

The mass-affluent are getting more serious about long-term financial objectives, although there is still a major gap between their retirement savings and retirement goals.

After 30 years of declining rates, this past spring was a modest reminder that the tide also rises. The next time will be a disaster unless your clients act now.

Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.

Some academics maintain that if a client obtains an immediate annuity, it pays an income stream for life and the individual is less likely to outlive his or her money. But of course, many planners often see issues with this in real-life situations.