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Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.
October 25 -
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 -
The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.
August 28
Life Planning Partners -
The $814 billion Beijing-based investment firm has more than a third of its portfolio in alternative assets.
July 25 -
The increase in real estate exposure is an “extraordinary move," according to an industry observer.
July 19 -
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 -
Retirees can use real estate investments as additional income, says adviser Mike Martin.
June 28 -
The right strategies can make all the difference for advisers.
June 27 -
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 -
Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.
May 23 -
Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.
April 24 -
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 -
The accounting method can deliver attractive savings, along with protecting nature or farmland.
April 7 -
S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.
March 29 -
There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.
March 2


















