Category: LOANS & MORTGAGES

[ad_1] Section 199A dividends are distributions from the profits of domestic real estate investment trusts (REITs) that qualify for a special 20% tax deduction. Investing in Section 199A dividends can provide a valuable tax deduction for investors, and income limits don’t apply to Section 199A income from REITS. Understanding the ins and outs of this… Continue reading What Are the Pros & Cons of the Section 199A Dividend Tax Deduction?

[ad_1] The art of successful investing lies not only in making astute initial choices but also in the finesse of portfolio maintenance. Portfolio rebalancing is an investment strategy that aims to adjust your asset allocation based on current performance and goals. Here are common strategies that you can use to keep your investments on track.… Continue reading 4 Times It May Be Time to Rebalance Your Portfolio

[ad_1] While retirement might as well have existed on another planet when you were in your 20s and 30s, being 10 years or less away from retirement can be as daunting as it is exciting. As this new reality comes to the front of your mind, the things you need to consider – from health… Continue reading 10 Steps to Get Ready for Retirement in 10 Years or Less

[ad_1] Asset management is the business of managing money on behalf of individual and institutional clients. Some asset management firms are giants, managing trillions of dollars, while others are small with just a few employees. Asset managers invest money in order to meet client goals or their investment mandate. If you work with a financial… Continue reading What is an asset manager?

[ad_1] It’s not unusual for clients to want to buy a second home. They may crave the Sunbelt, or a mountain retreat. But owning multiple homes can create a host of logistical and financial complications. “It’s critical to completely understand the risks and responsibilities,” said Megan Slatter, a wealth advisor at Crewe Advisors… Continue reading Want A Second Home? Better Be Careful, Advisors Say

[ad_1] Asset management is the business of managing money on behalf of individual and institutional clients. Some asset management firms are giants, managing trillions of dollars, while others are small with just a few employees. Asset managers invest money in order to meet client goals or their investment mandate. If you work with a financial… Continue reading What Is An Asset Manager?

[ad_1] Fee-only RIAs may not have tens of thousands of financial advisors at their firms, but they’re drawing many away from the giants of wealth management who do have that many. A continuing flow of independent advisors who leave wirehouses and other brokerages for big registered investment advisory firms are opting for the other channel… Continue reading 10 largest fee-only RIAs by number of financial advisors

[ad_1] Sequoia Financial Group is buying M Capital Advisors, a registered investment advisor based in Nashville with $930 million in assets under management. M Capital, founded in 1993, brings an experienced team to Sequoia, whose CEO, Tom Haught, praised the firm for its dedication to client service. “M Capital has demonstrated its investment acumen on… Continue reading Sequoia Financial to Buy $930 Million Nashville Advisor Firm