-
A housing bubble might be brewing in these 12 cities.
October 9 -
The effective tax rate on qualified dividends for those in the highest income tax bracket fell.
September 25
Plante Moran -
The race is one of several this cycle featuring candidates from the wealth management space.
September 18 -
Trends show people are buying homes further away from expensive cities.
September 18 -
-
Joel N. Burstein allegedly helped his father-in-law defraud foreign investors hoping to immigrate to the U.S.
September 7 -
House hunters and sellers have been busy in these cities this summer.
August 27 -
Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.
August 20
Plante Moran -
Some cities do actually offer workers that ideal mix of affordability and short commute time if you venture just a little outside city center.
July 31 -
Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.
July 10 -
The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.
June 15 -
More than half of the country's top housing markets are considered overvalued.
June 11 -
Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.
June 11
Retirement Matters -
Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.
June 7 -
"I'm not right for you," along with other surprising things I tell clients.
May 23
Wealth Logic -
In addition to being fired, advisors could also face suspension and fines — all from the carelessness of not carefully reading one simple question.
May 8 -
In these markets, where the median sales price is under $200,000, affordable homes are within reach.
May 7 -
Home prices in nearly half of all major markets are still below their pre-crisis peaks. Here's a look at 12 cities on the verge of crossing that threshold.
May 1 -
A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.
April 19 -
In which cities are single-family house rentals growing faster than apartment rentals? Find out.
April 13















