Q&A: Fostering Trust
Andrew Barber — According to Vance Barse, building trust with, and within, a family is critical for advisors handling the finances of a patriarch or matriarch with diminished capacity.
AI Poised to Revolutionize Tax Preparation
Adam Wisniewski — Tax experts anticipate AI will create a new level of efficiency for taxpayers with complex filing needs.
Bond Markets Shrug Off California Budget Shortfall
Andrew Barber — Despite a surprise shortfall in tax revenues, a wave of tech sector layoffs, and headlines about high-earners fleeing the state, bond investors remain bullish on the Golden State.
Apartment REITs Rebound
Rich Blake — The Battered Real Estate Trust Sector has outperformed in early 2023 but has much further to go to regain last year’s lost ground.
As Wealthy Clients Head South, Advisors Follow
Emily Carmichael — Wealth Managers and Attorneys play catch up as high-earners flee for low-tax states.
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