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.

Tax Planning

3 Tax-Friendly Investments for Wealthy Clients

By Roger Wohlner
11 Most Expensive ZIP Codes: 2023

November 13, 2023

11 Most Expensive ZIP Codes: 2023
12 Best Cities for Veterans: 2023

November 09, 2023

12 Best Cities for Veterans: 2023
Aflac Exec Assesses Slump in Office Building Market

November 06, 2023

Aflac Exec Assesses Slump in Office Building Market
How Adding Riskier Assets Can Lower Portfolio Risk

November 03, 2023

How Adding Riskier Assets Can Lower Portfolio Risk
15 Most Livable Big U.S. Cities: AARP

November 03, 2023

15 Most Livable Big U.S. Cities: AARP
Should Your Client Buy Real Estate in an IRA?

October 19, 2023

Should Your Client Buy Real Estate in an IRA?
Top 15 Cities for the Ultra-Wealthy: 2023

October 12, 2023

Top 15 Cities for the Ultra-Wealthy: 2023