Client strategies

With prices plateauing, the time to purchase a home could be now.

Productivity may not come back, but private equity may be the answer for some.

Mortgage rates fell to their lowest level in 10 months, bringing good news for house hunters as spring's home buying season approaches, according to Freddie Mac.

The next generation of advisors is worth the cost.

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Planners share their favorite out-of-left-field appeals for advice.

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

IRS data provides all the information needed to figure out the answer.

This $1.5 trillion dilemma doesn’t discriminate.

Financial advisors and their firms are providing zero-interest loans, free counseling and fresh ideas for some 800,000 federal workers going without pay.

Our industry is not becoming more consolidated. It’s becoming more fragmented.

Being a homeowner may not be the most cost efficient move in some areas.

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?