How to Benefit From MLPs’ Complex Tax Rules
Investors have options when buying and selling master limited partnerships, a Morningstar expert explains.
8 Costly Tax Blunders to Avoid in 1031 Exchanges
A 1031 exchange lets investors swap similar properties and defer capital gains taxes. But the rules are exacting, and mistakes have big tax consequences.
LPL Financial Fined $950,000 by FINRA Over Alt Sales
LPL's sale of alternative investments, including nontraded REITs, violated concentration limit guidelines, FINRA said.
REITs Outpace Broader Equity Market in First 2 Months of 2014
U.S. REITs outpaced the S&P 500 in February and "significantly" outperformed the broader equity market in the first two months of the year, NAREIT says.
Time to Lighten Up on Stocks?
The hotter today’s market gets, the more likely investors are to get burned, experts and indicators say.
What Buffett’s Farm Can Teach Investors
What investors should value, and what is a distraction, are key themes in Buffett’s widely anticipated annual shareholder letter, coming this weekend.
Shiller, S&P’s Blitzer See Housing Growth Slowing
Home prices gained 11.3% in 2013, their best year since 2005, but month-to-month gains are slowing, according to S&P Dow Jones Indices.
Top Portfolio Products: AdvisorShares Launches 4 Gold/Currency ETFs
In other portfolio news, Nationwide Financial and Annexus launch fixed index annuity; Citi and Research Affiliates introduce global corporate bond index.
How to Invest in Mortgages for Total Returns (Not Speculation)
Buying whole mortgages is a complicated investment strategy that some asset managers are trying to make simpler.
Millionaires’ Favorite Alt Investment: Real Estate
More than three-quarters of millionaires invest in real estate and more than a third own REITs, Morgan Stanley says.