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.
The Great Wealth Transfer Is Already Underway
By Michael S. FischerAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
June 23, 2026
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Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 22, 2026
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The True Costs of Retirement Communities, and How Advisors Can HelpCosts for developments like The Villages go far beyond the sticker price, but they can be managed with careful planning.
June 11, 2026
Orion Opens New Office in PennsylvaniaThe move reflects the firm's "continued growth in the Philadelphia region," spokesperson Julie Lane says.
June 08, 2026
Third of Gen Xers, Half of Millennials Rely on Parents Financially: StudyAdvisors agree that it's a common situation across the income spectrum.
June 03, 2026
6 Asset Shifts Family Offices Are Making: UBSThe number of offices making significant portfolio changes is up substantially from last year, UBS reports.
June 03, 2026
DeSantis Plan to Cut Florida Property Taxes Heads to BallotState lawmakers have approved a stripped-down version of the plan.
June 02, 2026
Altruist Adds Alts to Expand PlatformAdvisors will be able to offer private market access to more clients, the custodian says.