Strategic planning and recent tax laws can help you save up to $500,000 and protect your estate for future generations.

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect ...

Passive investing has become the go-to solution for many investors in recent years with index tracking strategies offering ...

By the end of this year, Charlotte will be out of what I’ll call trophy class A or new development office space. And that’s a ...

Founding Partner at South Coast Investment Advisors, explains why today’s affluent clients demand more than traditional portfolios. He reveals how mastering alternative investments and strategies like ...

Voters will weigh in on keeping their mayor, elect a majority of the city council and decide on a county infrastructure bond.

With office markets still on the road to recovery, what can the prospects for London and other mega-cities offer investors?

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

Estate planning, done right, is an act of love and organization. Done wrong, it’s a gift that keeps on giving … to attorneys.

Estate planning may not be as fun as carving pumpkins or picking out costumes, but it's one of the kindest gifts you can leave your loved ones.

The United States is in the midst of a housing affordability crisis. Data from the Bureau of Labor Statistics shows that ...

Anyone with a living trust also should have a will to control assets and issues outside the scope of the living trust. The ...