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The increase in real estate exposure is an “extraordinary move," according to an industry observer.
July 19
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Don’t underestimate how valuable your services can be when clients make property decisions.
July 5
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Once you purchase real estate, you are married to it, says adviser Mike Martin.
June 30
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Retirees can use real estate investments as additional income, says adviser Mike Martin.
June 28
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The right strategies can make all the difference for advisers.
June 27
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Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.
June 26
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Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.
May 23
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Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.
April 24
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Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.
April 12
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The accounting method can deliver attractive savings, along with protecting nature or farmland.
April 7
