When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets ...

Investing in real assets, such as real estate and infrastructure, can help hedge against inflation and provide long-term ...

How do you value 'hard-to-value' assets? Valuing illiquid or hard-to-measure assets is hard enough without a time constraint, but advisors say the pressure can often rise to a whole new level ...

In short, down markets offer a chance to "coil the spring" of asset value growth and shift it out of the taxable estate—tax-free—before the rebound. For those willing to act strategically, the ...