Annuitizing the Inheritance: Tips and Tricks to Get It Right
Many clients wish to protect their heirs by providing structure to the way their assets are inherited. One commonly used tool can provide the solution: the annuity.
Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3
In this third and final installment of real estate taxation, we look at how tax considerations and strategies vary by specific types of real estate investments.
Twitter: A Powerful Social Media Tool Advisors Can’t Ignore
Using these Twitter ‘listening tips’ will help you better understand your industry, clients and prospects.
The Role of Cash in a Portfolio: Searching for Alpha for March 2015
There are pragmatic and strategic reasons to keep cash in the portfolio now. Then there's the high valuation of U.S. stocks.
Managing Tax Strategies of Real Estate Investments, Pt. 2
In this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or to reduce their tax liabilities.
Managing Tax Risks of Real Estate Investments, Pt. 1
The risks of a long-term capital investment required for real estate, several forms of investment have evolved, each offering a degree of mitigation of one or more of these risks.
No, New Broker Rules Won't Strand Investors
In opposing DOL's proposed fiduciary rule on retirement advice, Wall Street is really arguing it would be too costly to provide non-conflicted advice. That's different from saying the rule would harm lower-income savers.
Best Practices for Advisory Firm Partnerships
Across industries, more than 70% of M&A deals fail, financially speaking. Michael Kitces discusses a new paper on common triggers of problems.
Gifts and Entertainment: SEC Reminds Advisors of the Rules
An SEC Guidance Update is a good reminder of the G&E limitations on funds and their advisors; RIAs and BDs should take heed as well.
Why Risk Management Isn’t Like Car Shopping
As cheap risk modeling revolutionizes the way everyone invests, it is important to keep in mind one crucial two-word question: “So what?”