Real Estate
Learn how real estate investing can diversify portfolio risk and enhance portfolio performance, along with the latest news and developments in this most popular alternative investment.
Protecting the family interests
By Richard Blair HolmanIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an
April 01, 2007
Beyond Investment AdviceWhen the phone rang that day, advisor Mary Lacey Gibson was surprised to hear one of her clients say, "My wife is making me call...
April 01, 2007
Growth of the AffluentThere are more millionaires than ever, and their numbers are growing. According to the Fed's Survey of Consumer Finances, households with a net worth of...
March 01, 2007
Historic HighsAnalysts expect the valuations of REITs to remain solid in 2007, though the sector may experience some volatility. Christopher R. Lucas Robert W. Baird & Co. 703-821-5780 [email protected] Area of...
February 27, 2007
Economist Forecasts Decade Of Modest ReturnsInvestors appear to be getting lower returns for accepting risk than they were 5 years ago, and that might be a sign that average returns ...
February 01, 2007
Planning the "Prenup"Where a prenup is clearly the planning tool of choice, the following approaches may help to smooth negotiations and ensure the establishment of a valid,...
February 01, 2007
Schwab to Bankroll Breakaway BrokersKeeping up the business momentum evident in the closing months of 2006, Charles Schwab announced January 11 that its affiliated advisors now custody more than...
November 17, 2006
Apartment Sale Yields $3 Billion GainInvestors have paid $5.4 billion to complete the purchase of a pair of big residential real estate developments from MetLife Inc.Units of Tishman Speyer Properties ...