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.
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, Bequests
By Mike PattonEven though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.
October 30, 2014
How not to invest an IRA in real estateBefore investing IRA funds in an alternative investment, check to see that the IRA custodian is willing and able to accept it.
October 29, 2014
20 richest & poorest members of Congress: 2014As the important midterm elections near, it's probably good to know which legislators have the most money and which have the least.
October 28, 2014
How to lower cost? Focus on quality firstIf you really want to lower cost, you need to focus on quality. Listen to the weekly podcast on how to achieve it!
October 23, 2014
Top 10 Commercial Real Estate TrendsOne big trend: coastal cities are taking a back seat to other real estate markets.
October 21, 2014
50 of the wealthiest people in America, by state: Part 2Take a look at part two of our great list of affluent clients to prospect or get inspired from.
October 21, 2014
50 of the wealthiest people in America, by state: Part 2Take a look at part two of our great list of affluent clients to prospect or get inspired from.
October 17, 2014
5 ‘Whys’ for Commercial Real Estate InvestingCommercial real estate is a unique asset class that warrants consideration by investors given its many benefits.