Gen X Looking at Lean Retirement as Wealth Trails
Good timing is not the age group’s forte. Many took out mortgages just before prices plunged, making them the most disadvantaged by the housing crisis.
Finke: Is the Time Right for REITs?
Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.
Nigeria’s Revamped Economy Poses Big Growth, Big Concerns for Investors
Opportunities and pitfalls still await investors in a growing economy.
On Liquid Alts, Advisors Should ‘Keep It Simple’
Brinker CIO Bill Miller and others discuss the role of liquid alts in client portfolios on an Envestnet panel.
How to Add Real Estate to IRAs
Though it's not the easiest investing process, advisors can help clients avoid the common pitfalls, experts say.
Caleb Brown, Next-Gen Bridge Builder: The 2014 IA 25 Profile
Brown focuses on career changers and students to help firms reap the next generation of talent.
Why ETFs Are the Future of 401(k)s: Saddle River
Richard Wolfe, co-founder of planning firm Saddle River, on the benefits of ETFs over mutual funds in retirement plans.
Nicholas Schorsch, the Mission of a Man: The 2014 IA 25 Profile
Believe it or not, it’s been less than a year since real estate investor Nicholas Schorsch started making headlines for his IBD buys.
Investors Flee Bubbly Valuations, Seek Value: TrimTabs
TrimTabs CEO David Santschi says investors have made a massive shift from growth to value stocks this spring, creating opportunity for traders sifting through carnage.
10 Things to Know About How Investments Are Taxed
Among the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.