If you’ve ever worked with a financial professional and felt surprised by the number of personal or detailed questions they ask, you’re not alone. Questions about your income, investment goals, risk tolerance, family circumstances, or even your health might seem intrusive at first. However, there's an important reason behind this level of inquiry: Regulation Best Interest (Reg BI).

When it comes to deferring capital gains taxes on the sale of real estate, many investors are familiar with the 1031 Exchange. However,...

Expectations for 2025 are signaling a renter’s market and the possibility that the affordability gap between buying and renting will widen.

Investment returns are a lot like campaign promises, there is never any guarantee that certain percentages will be met or that promises...