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 01, 2008
It's Not Always About MoneyHelping clients through life's stages may take many forms. For example, one long-time client of GW& Wade's Tim Pinch consulted him before purchasing real estate...
October 01, 2008
Anchor or Asset?How many of your clients have an asset in their portfolio that has significant value, yet it cannot be sold and acts more like an...
October 01, 2008
Even Affluent Clients Feel the ChillThe affluent may have significant assets, but that doesn't make them immune to economic chills. Even if retirement savings are in the multiple millions, affluent...
September 03, 2008
Revenge of the (Harvard) nerdsI catch a lot of flack for reading Harvard Business Review. "Egghead academics with no real-world business experience telling you how to deal with a pain-in-the-a**...
September 01, 2008
Green From the Top DownOne of the most popular green building techniques right now is the installation of "green roofs." As explained by Dean Marchetto, founding principal of Dean...
September 01, 2008
Lack of Demand Folds Some ETFsIf location, location, location is the main criteria when it comes to investing in real estate, then timing, timing and timing might be the most...
August 14, 2008
High-net-worth individuals41%: Percentage of high-net-worth individuals without a primary financial advisor. 50%: Percentage who are pessimistic about the economy in the next one or two years. 22%: Percentage who have put off or delayed estate planning. 4
August 13, 2008
Morningstar Expands Mutual Fund Categories; Adds Asset ClassMorningstar has added global real estate and currency to its list of mutual fund categories, and added "alternatives" to its list of broad asset classes,...
August 12, 2008
W.P. Carey Hires Mark GoldbergMark Goldberg, the veteran independent broker/dealer executive who most recently ran AIG's Royal Alliance B/D, has landed at W.P. Carey as president of Carey Financial,...
July 20, 2008
Real Estate Turmoil Hits Boomers Hard, Study FindsTurmoil in the real estate market could hurt the finances of many older U.S. workers who have been counting on home equity to help fund ...