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More than 80 million Americans invest in REITs either directly, through mutual funds or directly through exchange-traded funds. Are they right for you?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
Is 50/30/20 The New 60/40? Where do alternative investments fit in your portfolio?
Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.
By this time of year, most mortgage services providers have sent out their annual escrow disclosures. And for many Texans, their homeowner’s insurance policy fee has increased and even more likely, their property taxes went up again. Beyond paying more just sucks, it can causes headaches with escrow balances.
Managing portfolio risk can be difficult for even the savviest of investors. These risk management basics can help.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.