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.
Define, review, focus and ... avoid showers
By Dan NormanJim missed his quota last year because of unexpected customer cancellations.
March 31, 2009
What do you need most from your advisor now?Trust. The market is so scary right now. It's scary to even think about money and where it's going. I saw that Madoff story on the nightly news and it's so scary. You don't know who to trust. And there's so many out
March 01, 2009
REIT Investing: Shifts in Focus--- Paul Puryear Raymond James 727-567-2253 [email protected] Not unlike last year, we approach 2009 with a lot of caution but we still recommend REITs as a defensive investment. There...
February 11, 2009
Avant To Set Up Worksite Sales CallsAvant Benefits Inc. is starting a program that will help insurers, enrollment firms, agents and others get inside the country's worksites.
February 05, 2009
Aging boomers drive real estate trendsGiffels-Webster Engineers revealed its annual list of top five real estate and development trends. According to GWE, two industries are intrinsically linked to the aging...
February 01, 2009
Marketing to affluent seniors (part 1)According to the Wall Street Journal, there are 2.7 million people in the United States with a net worth of $1 million or more, part of a 8.7 million worldwide population of millionaires. Americans with investment assets of more than $30 million top
February 01, 2009
A New ETF PlaybookWhat will become of stocks over the course of 2009? And how about the faltering U.S. economy? Is the housing market done correcting? Where are...
February 01, 2009
Taking Advantage of a Down EconomyDifficult economic times can provide an excellent opportunity for affluent clients to make strategic moves that can help reduce taxes and more efficiently transfer assets...