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Confidential emails reveal a top Wells Fargo advisor’s despair after he cried fraud. He could stay at Wells if he was silent, but spoke up anyway — and became a whistleblower.
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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 -
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 -
Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.
April 9Momentum Advisors -
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 -
Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?
January 30
Engineered Tax Services -
The West maintained its lead with the country's highest overall growth rate, though there may be signs that it is faltering.
January 26 -
From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.
January 18 -
It is "not for the faint of heart; it's a very fickle market," one advisor says.
November 22 -
They have become increasingly attractive as real estate prices climb.
November 17 -
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Clients — even some advisors — overreact to market losses. Are they on to something?
October 20 -
Doing homework and knowing how to enter and how to exit are essential.
September 20 -
The probability of success with stocks and bonds is higher and much easier.
September 18 -
These funds can affordably provide clients with REIT exposure.
September 14 -
The increase in real estate exposure is an “extraordinary move," according to an industry observer.
July 19 -
Once you purchase real estate, you are married to it, says adviser Mike Martin.
June 30 -
For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.
May 30 -
Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.
April 24 -
The accounting method can deliver attractive savings, along with protecting nature or farmland.
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