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Despite the bumpy ride for 401(k) plans in the first half of this year, some analysts say investors can expect a better scenario for the remainder of 2018.
July 3 -
Although the rules have become more lenient, high-income clients must not be complacent.
July 3 -
Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.
June 25 -
Those who can't downsize can still rent out a portion of their property to help cover expenses.
June 20 -
Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.
June 20 -
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 -
Here's a look at cities where homebuyers are getting the best bang for their housing buck.
June 7 -
The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.
June 6 -
BlackRock, the world’s largest provider of ETFs, sees fixed income as a growth driver for indexed products.
June 6 -
Short-term returns are mostly noise, which, by definition, largely cancels itself out over time
May 25 -
A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.
May 23 -
"I'm not right for you," along with other surprising things I tell clients.
May 23
Wealth Logic -
Rents have increased an average of 3% annually over the 14-year time period of the study, while incomes have declined .1% annually.
May 9 -
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 -
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 -
The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.
April 3

















