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"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 -
Books can be great marketing tools, but also time consuming.
April 19
Concentus Wealth Advisors -
In which cities are single-family house rentals growing faster than apartment rentals? Find out.
April 13 -
Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.
April 8 -
Home values grew in all 50 states in February, but their appreciation is expected to slow within the next year, according to CoreLogic.
April 4 -
Healthy wage growth in some locations is offsetting increasing rates and housing prices.
April 3 -
Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.
March 27 -
First Trust’s Jim Bowen reminded attendees at BISA's annual conference last week just how good American life can be, offering a can-do attitude that advisors need to adopt.
March 14
Employee Benefit News and Employee Benefit Adviser -
In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.
March 12 -
Here's a look at the housing markets where supply is shrinking the most.
March 6 -
The first U.S.-listed marijuana ETF already has inflows of $386 million this year.
March 1 -
Despite growth in both mortgage rates and home prices, housing demand kicked off 2018 with its strongest January on record, according to Redfin.
March 1 -
Here's a look at the 10 housing markets with the biggest gap between growth in home prices and wages that could indicate a housing bubble is forming.
February 14 -
Homebuyers are most likely to slow their purchases or stay on course if mortgage rates rise above a certain benchmark, but some could act more quickly or drop out.
February 13 -
Rising rents across the country suggest the homebuyer pool could get even bigger at a time when demand in the housing market is already far outpacing supply.
February 8 -
While these locations may pose challenges for lenders, they are more accessible to buyers.
February 1






















