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.
Objections overruled
By David PortConfronting client objections is a fundamental part of an advisor's job description. But sometimes, to serve a client's best interests, an advisor must go above and beyond the call of duty - and endure a bit of extra punishment - to defend a
May 31, 2007
Objections overruledConfronting client objections is a fundamental part of an advisor's job description. But sometimes, to serve a client's best interests, an advisor must go above and beyond the call of duty - and endure a bit of extra punishment - to defend a
May 24, 2007
StanCorp Announces Finance MovesThe parent of Standard Insurance Company is issuing $300 million in notes and authorizing the repurchase of about $250 million worth of company stock.StanCorp Financial ...
May 01, 2007
Protecting the family interestsIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an
April 30, 2007
Protecting the family interestsIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an
April 29, 2007
An Estate Liquidity Timebomb Is TickingThe Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA") provided some of the most significant estate tax changes in the last 30 years.
April 28, 2007
An Estate Liquidity Timebomb Is TickingThe Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA") provided some of the most significant estate tax changes in the last 30 years.
April 01, 2007
Growth of the AffluentThere are more millionaires than ever, and their numbers are growing. According to the Fed's Survey of Consumer Finances, households with a net worth of...