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.
How to review a will: a 12-point checklist
By Stephan R. LeimbergEvery member of an estate planning team, including the financial planner, should know how to review a will.
March 31, 2014
The Dark Side of Investment StoriesTo convert the messiness of the real world into a compelling narrative, some facts must be elevated in importance, some discounted and others ignored.
March 28, 2014
Consumer communication: outputs or outcomes?New consumers aren't searching for disclosure. They are searching for relevance.
March 13, 2014
U.S. Millionaire Households Hit New HighThe number of millionaire households surpassed its prerecession high in 2013, Spectrem reported.
March 04, 2014
Buffett’s 5 Nuggets of Investing WisdomBuffetts annual letter offers some timeless wisdom on how Berkshire achieved a 19.7% annual growth rate over the past 49 years.
February 27, 2014
What Buffett’s Farm Can Teach InvestorsWhat investors should value, and what is a distraction, are key themes in Buffetts widely anticipated annual shareholder letter, coming this weekend.
February 10, 2014
Millionaires’ Favorite Alt Investment: Real EstateMore than three-quarters of millionaires invest in real estate and more than a third own REITs, Morgan Stanley says.
January 30, 2014
Who pays a 45% rate on estate taxes?Combined with an ILIT, a second-to-die policy allows a fortune to pass to the next generation estate tax-free.