Wealth management isn’t for old farts anymore. Personal Capital uses technology and design to spice up a boring topic (via Pando Daily) By Michael Carney On April 11, 2013Once you accumulate a bit of wealth, managing it can becomes a second full-time job. Making it worse, technology to simplify the process is sorely lacking. That [...]

One of the most frequently asked questions from clients planning a 1031 Exchange is, “Can I use my exchange funds to pay for closing costs without being taxed”? Although surprisingly little guidance is available in the tax code, there are some rules of thumb that will help clients and their tax advisors determine how best [...]

You might be if you: 1. Are familiar with the market? If you’ve been paying attention to how much houses are listed for in the neighborhoods you’re eying and have a realistic view of how much a house will cost you, you’re in good shape. But if you’re dreaming about that big corner house with [...]

Suppose you’ve just started saving for retirement and you’re asked to choose investments. What do you do? Or let’s say you’ve been saving for a while and someone asks if you’ve thought about re-balancing. What then? My friends at Vanguard will be hosting a webinar on how to make the right selections within your 401k [...]

Here is more news you can use: The “foreclosure wave” many predicted at the end of last year is beginning to look more like a drought, as foreclosure sales dropped significantly in February. Although sales to 3rd Parties, typically investors, were down month-over-month, as apercentage of all sales 3rd Parties purchased a record 37.6 percent [...]

Here is a wonderful article I read concerning Life Settlement Investing with a Self-Directed IRA by Munzer Ghosheh, who is the Business Development Manager for The Entrust Group   The life settlement market has burgeoned into a $20 billion industry and according to Bernstein Research, is on track to exceed $160 billion over the next [...]