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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. |
Commercial Investment Real Estate Jan/Feb 2012 Kenneth P. Riggs Jr. |
Shelter From the Storm Commercial real estate offers investors refuge amid economic uncertainty. |
Commercial Investment Real Estate Nov/Dec 2012 Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer. |
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? |
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. |
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? |
Commercial Investment Real Estate Mar/Apr 2012 |
Capital Markets 2012 Many economic issues converged late last year to slow commercial real estate's recovery. |
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? |
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. |
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. |
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. |
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? |
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? |
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. |
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. |
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? |
Commercial Investment Real Estate Nov/Dec 2014 William E. Hughes |
Capital Markets Outlook Will rising interest rates stall commercial real estate activity? |
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. |
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. |
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. |
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. |
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. |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
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. |
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. |
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. |
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. |
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. |
Commercial Investment Real Estate Mar/Apr 2015 Sara Drummond |
Commercial Real Estate Crowdfunding Find out how it really works. |
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. |
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? |
Commercial Investment Real Estate Nov/Dec 2015 O'Donnell & Rubin |
1031 Exchanges Every investor can use this reinvestment tool. |
The Motley Fool June 10, 2010 Scott Holsopple |
The $5.5 Billion Mistake Are you throwing your retirement money out the window? |
Financial Advisor August 2008 Ken Ziesenheim |
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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." |
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. |
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. |