The Opportunity Hiding in Plain Sight
Why the next evolution in charitable planning begins with hearing what clients may not be saying
Why the next evolution in charitable planning begins with hearing what clients may not be saying
Yes, mortgage interest rates are higher today, but only by a little. The average interest rate on a 30-year, fixed-rate mortgage rose to 6.74% APR, according to rates provided to NerdWallet by Zillow. This is nine basis points higher than yesterday and unchanged from a week ago. (See our chart below for more specifics.) A…
ECB governors see December hike likely followed by pause, sources say
More U.S. home builders reported cutting prices in September as new-home sales sentiment ratcheted lower to close out the third quarter. The National Association of Home Builders (NAHB) and Wells Fargo updated their jointly developed Housing Market Index (HMI) on Wednesday, showing sharp declines in home builder confidence this month as sales conditions deteriorated for…
The FTSE Nareit All Equity REITs Index posted total returns of 4.7% in October, erasing some losses from the previous months and leaving the index up 13% for 2026 to date. For the month, telecom REITs (which primarily invest in cellular network infrastructure) led the way, posting total returns up 18.4%. Lodging REITs also had…
Cushman & Wakefield has brokered the $7.27 million sale of Cascade Apartments, a 44-unit multifamily community in Rochester, Minnesota. The firm’s Chris Collins, Lance Steiger, Evan Miller and Erin Salway represented the seller, Patina Management. The buyer was Black Swan Living. The property attracted eight competitive offers from buyers across Minnesota, Wisconsin and Illinois, as…
For years, registered investment advisor growth has been measured by assets under management and advisement, but according to Schwab’s annual RIA survey, more than 40% of firms are now tracking growth by new clients, referrals and expansion of wallet share. According to the survey of 1,235 RIAs, AUM remains the primary growth metric for 75%…