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Financial Planning
May 1, 2012
Ann Marsh
Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2012
Kenneth P. Riggs Jr.
Shelter From the Storm Commercial real estate offers investors refuge amid economic uncertainty. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2012
Christopher H. Volk
To Lease or not to Lease? That is the question corporate managers must answer. mark for My Articles similar articles
Registered Rep.
November 2, 2015
David H. Lenok
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? mark for My Articles similar articles
Financial Planning
October 1, 2010
Geoff Considine
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. mark for My Articles similar articles
Financial Planning
December 1, 2008
Suzanne McGee
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2012
Capital Markets 2012 Many economic issues converged late last year to slow commercial real estate's recovery. mark for My Articles similar articles
Financial Advisor
May 2009
David J. Drucker
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? mark for My Articles similar articles
Financial Advisor
September 2010
Paul R. Sanford
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash. mark for My Articles similar articles
On Wall Street
June 1, 2011
The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more. mark for My Articles similar articles
Financial Planning
October 1, 2010
Paul Menchaca
What's Next for Real Estate Nothing else in this country has come to embody the American dream quite like home ownership. Not affluence, which few attain. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2013
Elizabeth Braman
2013 Midyear Financing Report With an abundance of available capital, the first half of 2013 showed plenty of healthy competition to finance commercial real estate. Will this trend continue? mark for My Articles similar articles
Financial Planning
September 1, 2009
Suzanne McGee
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? mark for My Articles similar articles
Financial Planning
May 1, 2013
Jim Grote
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership. mark for My Articles similar articles
Financial Planning
May 1, 2013
Ingrid Case
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. mark for My Articles similar articles
Financial Planning
December 1, 2008
Stephen Savage
What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients? mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2014
William E. Hughes
Capital Markets Outlook Will rising interest rates stall commercial real estate activity? mark for My Articles similar articles
On Wall Street
February 1, 2013
Elizabeth Wine
REITs Perform Well Despite Housing Market Woes Experts are banking on continued strong performance and cash flows from real estate investment trusts. mark for My Articles similar articles
On Wall Street
December 1, 2010
The Top 40 Advisors Under 40 As a testament to the importance of teamwork, this is the fourth consecutive year that our top spot is taken by a duo. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2008
James Kirkpatrick
Financial Survival Learn how to stay afloat in the commercial real estate market as terror strikes the credit market. mark for My Articles similar articles
Financial Advisor
May 2005
Raymond Fazzi
Is Real Estate For Real? The questions being whispered on Wall Street ask if real estate values have gone too far out of sight after five years of serving as a "safe" refuge for investors battered by the volatile equity market. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2008
Jon Ruff
Balancing Act Commercial real estate investors and traditional wealth managers live in the same world but speak different languages. Discover how liquid assets can best offset an investor's illiquid risks. mark for My Articles similar articles
Financial Planning
February 1, 2008
Huxley & Burns
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Public & Private Real Estate A critical component of REIT investing is understanding the relationship between public and private real estate investments. mark for My Articles similar articles
National Real Estate Investor
February 1, 2003
Mike Fickes
Pension Funds Plan to Plow $14B into Real Estate in 2003 Occupancy may be down and sale prices high in many property types, but pension funds have big plans for buying commercial real estate in 2003. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2013
Kenneth P. Riggs Jr.
Through the Looking Glass The market outlook isn't half bad. Despite lethargic employment growth, the low interest rates in this investment environment continue to favor safe investments, particularly commercial real estate. mark for My Articles similar articles
Registered Rep.
March 28, 2012
Lena S. Rizkallah
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2015
Sara Drummond
Commercial Real Estate Crowdfunding Find out how it really works. mark for My Articles similar articles
Financial Advisor
October 2009
Michelle Knight
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields. mark for My Articles similar articles
On Wall Street
April 1, 2012
Todd Colbeck
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2015
O'Donnell & Rubin
1031 Exchanges Every investor can use this reinvestment tool. mark for My Articles similar articles
The Motley Fool
June 10, 2010
Scott Holsopple
The $5.5 Billion Mistake Are you throwing your retirement money out the window? mark for My Articles similar articles
Financial Advisor
August 2008
Ken Ziesenheim
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that. mark for My Articles similar articles
On Wall Street
May 1, 2012
Dave Lindorff
REITs: Looking Sweet on the Balance Sheet Amid the economic wreckage, many Real Estate Investment Trusts have managed to perform quite well, and in some cases have turned in stellar performances, particularly in the last two years. mark for My Articles similar articles
Financial Advisor
February 2007
Eric Rasmussen
Location, Location, Location With REITs hotter than ever, financial advisors are looking overseas for newer, riper real estate securities. mark for My Articles similar articles
Financial Advisor
September 2005
Rick Adkins
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. mark for My Articles similar articles
Financial Advisor
October 2006
Larry Fowler
Beyond Asset Allocation Volatility and the timing of cash flows make a bigger difference on long-term returns. Behavior has a far greater impact on successful financial planning than techniques such as asset allocation. Advisors, take note. mark for My Articles similar articles
Financial Planning
February 1, 2011
Craig L. Israelsen
Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts. mark for My Articles similar articles
The Motley Fool
January 4, 2012
Chuck Saletta
Get Paid to Keep Your Investing Resolutions: Invest More Between the tax advantages and the potential for an employer match, investing in your 401(k) or 403(b) plan is almost like getting paid to invest. mark for My Articles similar articles
Financial Planning
April 1, 2011
Roddy Marino
Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back. mark for My Articles similar articles
Registered Rep.
May 27, 2015
Debbie Carlson
REITs and Rates Some investors see the recent falloff in REITs -- down 1.43 percent year-to-date, and down 5.9 percent in April alone, according to the MSCI U.S. REIT index -- as a natural retrenchment. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2009
James R. Kirkpatrick
It's a Mad, Mad, Mad, Mad Market Closing deals today requires more equity, less leverage, and a little luck. mark for My Articles similar articles
On Wall Street
November 1, 2011
Elizabeth Wine
The Best Game In Town? Experts say real estate, in the form of real estate investment trusts, could be the counterintuitive bright spot over the next year. mark for My Articles similar articles
Financial Planning
November 1, 2009
Donald Jay Korn
Baby Steps Although there are real deals to be had today's real estate market, the underlying investing principle remains the same. mark for My Articles similar articles
Financial Planning
August 1, 2010
Eric Sutherland
The Knowledge Gap If you know what your clients are thinking and feeling now, you can understand what is driving their investment decisions and what it will take to help them "get real" about any necessary changes. mark for My Articles similar articles
Financial Advisor
February 2011
Somnath Basu
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2013
Jeff Rauth
Follow the Money What are today's most financeable deals? Several market forces currently at work foretell a stronger lending environment in the next 12 to 18 months. mark for My Articles similar articles
Investment Advisor
January 1, 2011
Ben Warwick
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. mark for My Articles similar articles