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With prices plateauing, the time to purchase a home could be now.
February 19 -
Exiting larger firms can result in unique issues that need to be carefully considered.
February 12
TruClarity -
With competition heating up, the IBD is offering advisors better technology and higher pay.
February 11
Elite Consulting Partners -
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.
February 8 -
The SPDR fund recorded its biggest outflow in 18 months as oil fell below $52 a barrel.
January 29 -
Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.
January 17 -
Being a homeowner may not be the most cost efficient move in some areas.
January 15 -
A Manhattan real estate transaction is highlighting the shifting fortunes in global finance.
December 13 -
These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.
December 13 -
The funds carry a fee eight times larger than the 0.08% charged by the least expensive energy ETF run by Fidelity.
December 6 - Did robo advice come a generation too early? Q&A with In|Vest speaker, Personal Capital CEO Jay Shah
As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.
December 5 -
Clients can save an average of $2,500 off the sales price by striking at the right time.
November 27 -
A bear market in marijuana isn’t the only challenge for new funds tracking the cannabis industry.
November 27 -
Clients on the hunt for a new home may find they have more leverage at the negotiating table.
November 14 -
A housing bubble might be brewing in these 12 cities.
October 9 -
The effective tax rate on qualified dividends for those in the highest income tax bracket fell.
September 25
Plante Moran -
The race is one of several this cycle featuring candidates from the wealth management space.
September 18 -
Trends show people are buying homes further away from expensive cities.
September 18 -
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Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.
September 11
Financial Planning




















