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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
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Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.
October 7
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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
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Some plan to downsize to an inexpensive town nearby.
July 15
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Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.
July 15
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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
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Bonds were sold to build a development with a water park and Venice-style bridges. Now a Florida community is going bankrupt.
June 11
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The definition of "rich" can depend on where your clients live.
May 15
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More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.
May 7
