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.
Still Trying to Understand NAPFA’s New Membership Rules
By Bob ClarkI spoke to the fee-only organizations CEO, Geoffrey Brown, but I remain confused. How about you?
June 19, 2014
SEC, FINRA Enforcement: Advisors Get $3.6M Arb Award After Boss Faked Client ComplaintsIn other actions, Massachusetts has charged Boston-based Cabot Investment Properties with fraudulent sales of real estate investments to seniors.
June 18, 2014
Financial Advisors Too Focused on FinanceMorningstar research suggests that investments often the be-all and end-all for advisors take on a humbler profile when clients' portfolios are considered holistically.
June 06, 2014
Diversification Is Futile; Economy a ‘House of Cards’: Axel MerkInvestors cannot rely on traditional investment principles at a time when government and consumers have a common interest in currency debasement, says Axel Merk.
June 05, 2014
PIMCO’s Gross Cruises Into ‘New Neutral’PIMCO leader mixes metaphors as he explores Feds New Neutral goal and what it means for investors. Oh, he also doesnt own a cellphone.
May 30, 2014
Taking the Indie Leap; Rethinking REITs: June Research Features—SlideshowFor advisors, going independent requires not just careful cost-benefit analysis but also a focus on their clients' confidenceand their own. Ellen Uzelac's cover story in the June issue of Research magazine probes what's involved in making such a leap of faith, and looks at advisors who have done it. In...
May 27, 2014
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.
May 21, 2014
A phony Republican Civil WarThe columnist questions whether there's really much of a split.