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Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.
January 4 -
A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?
December 27 -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26 -
It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.
December 26Morningstar Wealth -
The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.
December 21 -
Commerce Bank Executive Vice President Scott Colbert joins us for a discussion of what to expect in 2024.
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The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?
December 14 -
The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.
December 14 -
Once considered key drivers of the boom in ESG investing, millennial and Gen Z investors no longer seem so supportive now that the economy is experiencing more turbulence, a new study finds.
December 12 -
Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.
December 12