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.
October 17, 2012
The ticking estate tax time bomb: Less than 90 days of planning remainIf your clients have been putting off estate planning, now's the time to act.
October 17, 2012
The ticking estate tax time bomb: Less than 90 days of planning remainIf your clients have been putting off estate planning, now's the time to act.
October 16, 2012
The Ticking Estate Tax Time Bomb: Less Than 90 Days of Planning RemainFor your clients who have been playing the wait-and-see game in estate planning this year, the time for waiting is over.
September 30, 2012
Do you own any alternative investments (gold, real estate, etc.)?We own some shares in a mining operation and we own an energy fund. It mostly invests in oil, but also in some wind and solar.
September 30, 2012
What do you do for a living?Do you find yourself constantly resorting to generic answers when people ask you questions about yourself? It may be time to rethink your approach.One…
September 04, 2012
Patton’s Fund Picks, Pt. 8: Market Neutral, Real Estate and CommoditiesIn the penultimate blog in a series, advisor Mike Patton shares his favorite picksmutual funds and ETFsin market neutral, real estate and commodities.
August 28, 2012
What to tell the kids about your moneyDiscussing financial matters with adult children can be difficult, but it'll help avoid even tougher situations down the road.
August 23, 2012
REITs: An Attractive Investment OpportunityReal estate investment trusts (REITs) continue to produce solid returns for investors
August 20, 2012
Parliament Report Slams Barclays, Banking Culture Over LIBORA report issued by Britains Parliamentary Treasury Select Committee had harsh words for just about everyone involved in the LIBOR-rigging scandal.
August 14, 2012
How to control your heirs from the graveCan you force a grandchild to take a drug test in order to receive an inheritance? Insist your heirs use trust funds only for tuition at your alma mater? In many cases, the answer is yes.