Valuation methods can speed up the decision making process for investors. Depending on individual approaches, ratios determine action.
Author Archive: Mark Dennis, CFP®
REITs allow individuals to invest in large-scale, income-producing real estate. REIT performance has varied historically with a total annualized return of 11.78% over the past 10 years, and a 19.70% return in 2012!
Generally speaking, the higher your score, the lower the perceived risk to the lender and the more attractive the interest rate you will be offered
Being a beneficiary in a trust is usually a comforting event financially, albeit not always without complications or consequences
With divorces over 50 on the rise, know about the 9 community property states because their laws divide all assets equally, no matter who brought them in or inherited them.
The purchase of a family home represents a typical investment in real estate for most Americans, but one that rarely generates income.
Your Social Security monthly payment is based on your earnings history and the age at which you begin collecting compared with your “normal retirement age.”
Not everyone is a tight as Warren Buffett when it comes to transferring wealth to your offspring. Here is advice on how to gift assets smoothly.
Many financial advisors are beginning to realize that planning for a tax-efficient retirement is more complicated than previously realized.
As governments are looking for a bigger share of your nest egg, it becomes crucial to consider how and where to locate your assets.
With a rapidly aging baby boomer generation, the harping question is now how to have enough money to last through retirement.
The official numbers indicate that inflation is still dropping. Hard to believe but either way time to diversify investments is imminent.
Even though banks are still slow to make much needed loans to regional businesses, European economy is in recovery.
No inheritance is ever cut and dried. Here are at least 6 tips to consider. Make sure to consult with a professional in tax and estate planning.
The S&P 500 stocks are sitting on an estimated $1.1 trillion in cash with record earnings. Some of that money will eventually find its way into the pockets of patient investors.