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,...

Through November 2024, national apartment occupancy held steady at 94.8% according to data from RealPage. Breaking this down across the...