-
Joel N. Burstein allegedly helped his father-in-law defraud foreign investors hoping to immigrate to the U.S.
September 7 -
The fund took in about $22 million in August.
August 30 -
House hunters and sellers have been busy in these cities this summer.
August 27 -
Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.
August 22 -
With $145 million of net inflows, the fund is on track for its best month since June 2017.
August 21 -
Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.
August 20
Plante Moran -
Some cities do actually offer workers that ideal mix of affordability and short commute time if you venture just a little outside city center.
July 31 -
With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?
July 18 -
Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.
July 10 -
Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.
June 25 -
The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.
June 15 -
More than half of the country's top housing markets are considered overvalued.
June 11 -
Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.
June 11
Retirement Matters -
Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.
June 7 -
The health-care program for the elderly and disabled covers about 58 million Americans.
June 5 -
"I'm not right for you," along with other surprising things I tell clients.
May 23
Wealth Logic -
In addition to being fired, advisors could also face suspension and fines — all from the carelessness of not carefully reading one simple question.
May 8 -
In these markets, where the median sales price is under $200,000, affordable homes are within reach.
May 7 -
Home prices in nearly half of all major markets are still below their pre-crisis peaks. Here's a look at 12 cities on the verge of crossing that threshold.
May 1 -
A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.
April 19
























