Many advisors are already considering housing options for their own retirement, but they're lagging when it comes to planning for their own clients' housing needs. Here are some highlights from a recent Legg Mason study on the housing crisis facing aging clients.
Trusts & Estates annual Irish Coffee Nightcap during the 48th Heckerling Institute on Estate Planning was held on Tuesday, January 14, 2014 at 9:30 pm at The Atrium at the Orlando World Center, Marriott Resort & Convention Center and was sponsored by Circa. Scroll through for some photos of this event.
A cautionary tale for those thinking of investing in fringe New York City real estate using allegedly unconventional financing. A multifamily real estate developer was kidnapped and turned up dead in the wake of huge debts and ongoing foreclosure lawsuits.
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More
Rising Federal tax bills are prompting many Florida investors to take a new look at adding tax-free income from municipal bonds to their portfolios–but low interest rates and headlines about credit risks from issuers like Detroit and Puerto Rico mean advisors need to be more careful about their recommendations in this once-sleep market....More
These articles from the Investments & Wealth Monitor focus on what’s ahead for the new normal, investment management in the new normal, and a forward-looking approach to international equity risk allocation....More
How the U.S. Federal Reserve manages its exit from emergency liquidity programs will have important implications for all asset markets and could increase volatility. Meanwhile, monetary policies are also becoming less synchronized globally....More