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The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.
June 30 -
Some lawmakers fear that when forbearance plans and enhanced unemployment coverage expire, the consequences for mortgage borrowers still affected by the pandemic will be severe.
June 9 -
The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.
June 9 -
From the Midwest to mid-Atlantic, here's a look at 12 housing markets where first-time homebuyers find the most affordability, according to NerdWallet.
May 20 -
Our second monthly survey found a smooth transition to remote work and digital customer access channels — but technology issues still arose. The pandemic has highlighted the importance of having a strong digital presence across all retail sectors, including financial services.
May 15 -
Wells Fargo will temporarily stop accepting applications for home equity lines of credit, following a similar move by rival JPMorgan Chase.
April 30 -
The S&P CoreLogic Case-Shiller home price index hasn't yet reflected the impact of the coronavirus, but an independent market maker has some thoughts on how it might.
April 30 -
The global pandemic has flipped the market upside down, turning the industry’s most-valued customers into risky bets.
April 22 -
The nation's largest bank is temporarily reducing its exposure to the mortgage market amid rising unemployment and estimates that home prices could drop by 10%.
April 16 -
Cash-hungry REITs are selling their portfolios at steep discounts as talks heat up over similar deals and even equity stakes in the companies themselves.
April 7 -
Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”
March 27
Mercer Advisors -
To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.
March 6 -
Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.
March 4 -
A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."
February 13 -
Retirees can reverse their claiming decision, but not without considering one important caveat.
February 10 -
Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.
January 17 -
Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.
January 13 -
Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.
January 9 -
From the Southeast to the Midwestern plains, here's a look at the 12 cities where first-time homebuyers can afford the largest share of houses for sale, according to First American.
December 12 -
The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.
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