Keeping Real Estate in the Family With Qualified Personal Residence Trusts December 27, 2022 Estate Planning Andrew Busa, estate planning, real estate, trusts A qualified personal residence trust (QPRT) is an irrevocable trust that allows you to pass a home to the next generation in a tax-friendly manner during your lifetime.Read Morekeyboard_arrow_right
The Economy Shrank, But Are We in Recession? July 29, 2022 Weekly Update Andrew Busa, bear market, bull market, Chris Keith, corporate earnings, Dan Wiener, Jeff DeMaso, real estate, stock market, webinar, Weekly Update Today marks Adviser’s 28th anniversary! Please see below for a note on the occasion from Chairman Dan Wiener. It was a busy couple of days for data, quarterly reporting and Federal Reserve pronouncements. Here’s what moved markets this week: The Commerce Department announced this morning that by its first estimation, U.S. … Read Morekeyboard_arrow_right
The Economy Shrank, But Are We in Recession? July 28, 2022 Weekly Update Andrew Busa, bear market, bull market, Chris Keith, corporate earnings, Dan Wiener, Jeff DeMaso, real estate, stock market, webinar, Weekly Update Today marks Adviser’s 28th anniversary! Please see below for a note on the occasion from Chairman Dan Wiener. It was a busy couple of days for data, quarterly reporting and Federal Reserve pronouncements. Here’s what moved markets this week: The Commerce Department announced this morning that by its first estimation, U.S. … Read Morekeyboard_arrow_right
Chart of the Week: Why Home Prices Are So High July 5, 2022 Economy and the Markets Chart of the Week, home prices, housing market, interest rates, Jeff DeMaso, mortgage rates, real estate, supply and demand We often get asked when home prices will stop rising. The short answer: When more houses come onto the market. This week’s chart was inspired by Bill McBride’s Calculated Risk blog—my go-to resource on the housing market. The chart neatly shows the Econ 101 relationship between supply and demand. When supply (the inventory of … Read Morekeyboard_arrow_right
Looking Beyond Stocks and Bonds for Portfolio Defense April 28, 2022 Investing alternative investments, bitcoin, Cash, commodities, Cryptocurrency, Liz Laprade, real estate, webinar Are there options aside from stocks and bonds to consider during this period of market volatility? Other than cash, what are some defensive plays? Senior Research Analyst Liz Laprade discussed alternative investments in our recent webinar,* Stocks, Bonds and the Fog of War—Our Investment Perspective. Please enjoy the excerpt below … Listen Nowkeyboard_arrow_right
Delta Days of Summer August 9, 2021 Weekly Update China, economic growth, economic recovery, homebuying, jobs, real estate Please note: This update was prepared on Friday, August 6, 2021, before the market’s close. The temperatures have been temperate at our Boston-area headquarters the past week, but plenty of sweat has been wrung from traders’ brows as they’ve pondered whether the delta variant of the coronavirus will throw a wrench into … Read Morekeyboard_arrow_right
Rent or Buy? August 6, 2021 Financial Planning financial planning, homebuying, real estate “Should I rent or should I buy?” With home prices across the country hovering at historic highs and rents spiking as we come out of the pandemic, this question is more complex than ever. Whether you are thinking about trading up from a starter home, looking for a vacation property or downsizing … Read Morekeyboard_arrow_right
Hiring Pickup Perks Up Markets July 6, 2021 Weekly Update bull market, investor sentiment, labor market, market history, market records, real estate, reverse mortgages Please note: This update was prepared on Friday, July 2, 2021, before the market’s close. This week had us counting up records as we counted down days to the holiday weekend. While the S&P 500 index notched an all-time high each day this week, it’s been nearly two months since the Dow … Read Morekeyboard_arrow_right
Reverse Mortgages—Myths Versus Reality July 2, 2021 Financial Planning financial planning, real estate, reverse mortgages Reverse mortgages garner quite a bit of attention from the media—much of it negative. But that’s not the whole story. We’re going to separate the myths from the facts. First, let’s define our terms: A reverse mortgage is a loan that allows you to access a portion of the equity in your … Read Morekeyboard_arrow_right
Infrastructure Lifts Investor Optimism June 28, 2021 Weekly Update federal reserve, housing market, inflation, infrastructure, manufacturing, real estate Please note: This update was prepared on Friday, June 25, 2021, before the market’s close. For about a second, infrastructure overshadowed inflation as the “I” word on investors’ minds. Lawmakers in Washington struck a tentative deal on Thursday to fund highways and bridges, build enhanced rail systems and expand high-speed internet access. … Read Morekeyboard_arrow_right
Buying a Second Home: Is It Time? June 25, 2021 Financial Planning financial planning, real estate The pandemic-driven housing boom has shown signs of slowing lately, in part because higher mortgage rates are forcing buyers to the sidelines. But prices continue to rise. The Case-Shiller index, a national composite of home prices, rose 19.7% year-over-year in May, according to the most recent data available. Despite the sticker shock, … Read Morekeyboard_arrow_right