In February, a nontraded, perpetual life REIT called Fortress Net Lease REIT filed to raise money from wealthy individuals to buy, finance and lease single-tenant commercial properties. As of mid-June ...

The Federal Reserve cut its benchmark interest rate by half a percentage point Wednesday in a policy shift aimed at engineering a so-called soft landing. Ahead of the decision, Dimon said that whether ...

Since 1900, the S&P 500 has posted a median return of 3.4% in November and December of election years, Goldman data shows. Once the vote is settled, Rubner sees stock market breadth improving, and he ...

Aspiring millennial and Gen Z homeowners have spent the last few years watching their purchasing power erode. Prospective buyers felt they did everything right in saving for a home, only to watch ...

Inspire Investing, a faith-based Idaho RIA, has agreed to a $300,000 fine after the Securities and Exchange Commission filed a complaint against him alleging he misled investors regarding its ...

Chappell Wealth, a family-owned, independent financial advisory firm based in The Woodlands, Texas, holds day-long seminars to address the questions of potential clients and current clients.

Among affluent investors, 50% of women report a high degree of reliance on their advisor, compared with 34% of men. Men, meanwhile, are more likely to be “set it and forget it” investors or ...

The Fed governor said he’s now estimating that the Fed’s favored gauge of inflation — the personal consumption expenditures price index — has risen over the last three months at an annualized rate of ...

An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.

The euphoria in equity markets following the Federal Reserve’s interest-rate cut is stoking the risk of a bubble, making bonds and gold an attractive hedge against any recession or renewed inflation, ...

Marc Cassalina, an advisor with Merrill Lynch Wealth Management in Poughkeepsie, N.Y., has been awarded the Lifetime Achievement Award from the Invest in Others Charitable Foundation for his work with ...

RBC Wealth Management has hired a 15-member Atlanta-based team that managed $2.8 billion in client assets at UBS, according to a news release.