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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 -
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 -
“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.
March 10 -
While they don't need a child to claim the earned income tax credit, the benefit's value increases based on the number of kids clients have.
February 4 -
Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.
January 25 -
A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.
October 28 -
Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.
October 7 -
Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives
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Although the average rent in some cities sits well under the thousand-dollar mark, in others, figures above $4,000 are standard.
September 23 -
Some plan to downsize to an inexpensive town nearby.
July 15 -
Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.
July 15 -
A healthy economy and falling mortgage rates are contributing to a more favorable climate for clients in the market for a new home.
July 8 -
Bonds were sold to build a development with a water park and Venice-style bridges. Now a Florida community is going bankrupt.
June 11 -
The definition of "rich" can depend on where your clients live.
May 15 -
More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.
May 7 -
Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.
April 9 -
More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.
March 20 -
The products invest in private equity, hedge funds and real estate for the bank’s wealth management arm.
March 15 -
From New York to Seattle, here's a look at cities with the best client purchasing power for the competitive spring home sales market.
March 13 -
Many local markets are faring even worse than the national landscape.
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