Industries

Financial Planning's Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California "grass."

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?

Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.

When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?

A new study by the nonprofit ETF Group highlighted how sustainable investors should look at the extractive agrifood sectors the same way they regard the oil, gas and coal industry.

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?

With input from tax influencers, a Keeper report discusses five enduring Tiktok myths about personal finances.

For clients who own investment properties, there are options that can make life easier.

Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.

One word: energy.

Regulatory disappointment in December accelerated steep losses suffered by cannabis ETFs this year.

As interest rates rose and stocks fell over the summer, Americans saw their wealth decline.

A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.

NASAA proposes new conduct standards for real estate trusts, updating net income and worth limits.

Old rules of thumb on spending are being tested by the tough economy and soaring rents.

For the last 100 years, the transactions have helped ensure the continuity of an original investment, with wide-ranging economic benefits.

Louisiana's Transportation Secretary and the former Assistant to the President for Infrastructure discuss the state of play in the U.S. P3 sector, the impact of the new infrastructure law, and what's in store for the next decade.