The most successful investors know that it is best to allocate investment across several asset classes whose returns are not completely correlated with each other. Most of them have assets in cash, equities (stocks), debt instruments (bonds) and real estate. The latter asset class, real estate, is frequently under-represented in investors’ portfolios, but real estate [...]
Entries Tagged as 'Real Estate Plan Trusts'
Financial Advisor Designations: Spotlight on Estate Planning Specialist
December 1st, 2010 · No Comments · Real Estate Plan Trusts
There are a variety of financial advisor designations out there to choose from when deciding on a program or certificate that will enhance your business practice or simply grow your personal knowledge. One financial advisor designation that can be very useful is the designation of estate planning specialist. An estate planning specialist, (someone who is [...]
Tags: Advisor·Designations·Estate·Financial·Planning·Specialist·Spotlight