Finance News

FAFSA Is Getting a Makeover, Here's What You Need to Know

The form that students and their parents use to apply for financial aid has been revamped for the 2024-25 school year.

logo.png  By NB  Sep 20, 2023

RIA Roundup: Dakota Wealth Management Grows to $3.8B with Jonathan D. Pond Acquisition

Dakota Wealth, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty Financial Partners announced some executive changes.

logo.png  By NB  Sep 19, 2023

Why Now Might Be the Right Time for a Like-Kind Exchange

One way to mitigate the impact of a failed exchange is “tax straddling,” which involves timing the exchange so the sale falls in one tax year and the receipt of proceeds in the following year.

logo.png  By NB  Sep 19, 2023

11 Must Reads for Real Estate Investors (Sept. 18, 2023)

With demand driven by the boom in artificial intelligence development, the San Francisco office market is showing signs of life, reports The Wall Street Journal. More than 550 New York office buildings have been identified as candidates for apartment conv

logo.png  By NB  Sep 19, 2023