- The Best Housing Markets for Growth and Stability in 2018
Editor’s Note: This study was originally published in August 2018. Like any good financial advisor will tell you, investing is about more than just average return. The best investors weigh risk with reward. For example, consider home values. The Census… read more…
- States Where It Costs the Most (and Least) to Be Rich
In 2016 the IRS reported that it collected nearly $18.3 billion in estate taxes, from more than 5,200 estates. That is an average tax of $3.5 million per taxable estate. While the estate tax is a punishing one-off payment, the wealthy can also see their annual tax burden pile up due to income and property… read more…
- Where Seniors Are Most Housing Cost-Burdened
The majority of Americans find meeting their retirement goals a challenge. After all, the financial world is complicated. Many Americans miss the opportunity to save, which means they miss the chance to invest – whether that’s alone or with the expert guidance of a financial advisor. Without the gains from investing, it is almost impossible… read more…
- The Most Investment-Savvy Cities in America
Whether you are working with a financial advisor or managing a portfolio on your own, making the right investments can make all the difference in your future financial security. Make too many risky investments and you might lose out on your retirement income, don’t take on enough risk and you may not accumulate enough funds to… read more…
- An Overview of the Financial Services Industry
Ever heard of the financial services industry? Even if you haven’t, you’ve probably interacted with this industry almost every day. You might think it just means working with a financial advisor. But in reality, whether you’re an investor, a homeowner,… read more…