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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.
April 7 -
Clients who make these prohibited transactions can face devastating penalties.
February 1