The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires
Wealth Management
APRIL 11, 2023
A growing number of wealthy individuals in the United States are on the move.
Wealth Management
APRIL 11, 2023
A growing number of wealthy individuals in the United States are on the move.
Calculated Risk
APRIL 11, 2023
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in March A brief excerpt: This is the second look at local markets in March. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
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Wealth Management
APRIL 11, 2023
Diversified Healthcare Trust struck a merger agreement with Office Properties Income Trust, reports McKnights Senior Living. Commercial Observer looks at the conflicting pictures of what's going on in the multifamily sector. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
APRIL 11, 2023
A few more employment graphs. Duration of Unemployment Click on graph for larger image. This graph shows the duration of unemployment as a percent of the civilian labor force. The graph shows the number of unemployed in four categories: less than 5 week, 6 to 14 weeks, 15 to 26 weeks, and 27 weeks or more. The short-term categories peaked at over 9% of the labor force at the onset of the pandemic.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Wealth Management
APRIL 11, 2023
Exodus continues at SVB's private wealth division, with advisors most recently jumping to RIAs F.L. Putnam Investment Management, Cynosure Management and Cerity, according to SEC records.
Abnormal Returns
APRIL 11, 2023
Strategy The stock market is converting bears into bulls. (allstarcharts.com) Broad diversification is back! (morningstar.com) Companies Tupperware ($TUP) is at-risk of going bankrupt. (axios.com) Boeing ($BA) jumped ahead of Airbus in deliveries for the first time since Q2 2018. (finance.yahoo.com) Chipotle Mexican Grill ($CMG) is rolling out a new all-electric restaurant concept.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
APRIL 11, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Consumer Price Index for March from the BLS. The consensus is for 0.3% increase in CPI (up 5.2% YoY) and a 0.4% increase in core CPI (up 5.6% YoY).
Wealth Management
APRIL 11, 2023
Cresset Real Estate Partners sources private market real estate investment opportunities for high-net-worth investors and family offices. It was a separate company until a partnership was formalized in 2021.
Calculated Risk
APRIL 11, 2023
For fun: Through March 2023, the employment report indicated positive job growth for 27 consecutive months, putting the current streak in 9th place of the longest job streaks in US history (since 1939). The Federal Reserve is projecting significant job losses later this year, and it seems likely the current streak will end soon.
Wealth Management
APRIL 11, 2023
Reaching for yield during inversions misses the bigger driver of total return, namely the path of interest rates, which is difficult to predict with precision.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
A Wealth of Common Sense
APRIL 11, 2023
I don’t know if this is my finance brain at work or just hitting middle age but anytime I travel now there invariably comes a point where I pull up home listings in the area on Zillow to get a sense of the local housing market. My family was in Marco Island, FL last week for spring break so of course I had to do some channel checks on housing prices in the area: Two things stand out here: (1) There are tons of list.
Wealth Management
APRIL 11, 2023
As markets and risks change, so do investment analytics.
Abnormal Returns
APRIL 11, 2023
AI The Bloomberg terminal just got a ChatGPT type interface. (institutionalinvestor.com) A round-up of research on the use of AI in finance (capitalspectator.com) Factors There is a difference between long-short and long-only factor investing. (blog.validea.com) Momentum and reversal should be treated as separate effects. (alphaarchitect.com) How to use coskew to improve momentum returns.
Wealth Management
APRIL 11, 2023
The company secured $30.4 billion of total capital commitments for the fund, called Blackstone Real Estate Partners X, according to a statement Tuesday. Blackstone’s latest fund is the largest of that type, according to PitchBook data going back to 2002.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Advisor Perspectives
APRIL 11, 2023
As the head of a health advisory company, I work with people who are undergoing treatment for various medical conditions, and I’ve seen firsthand how important it is to make the most of your health insurance.
Wealth Management
APRIL 11, 2023
As markets and risks change, so do investment analytics.
Clever Girl Finance
APRIL 11, 2023
Setting intentions can be a powerful way to improve your finances and life. And with the power of intentional thoughts, it is possible to completely transform your financial situation for the better. Learning how to set intentions can be a turning point in your life. Not sure how to set intentions? We’ll take a closer look at how to do this and why being intentional is important.
Wealth Management
APRIL 11, 2023
Thursday, May 04, 2023 | 2:00 PM ET
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Integrity Financial Planning
APRIL 11, 2023
In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. An investment, while an expenditure, comes with the expectation of a return. [1][2] While the two ultimately have the same goal –to acquire a good or service—their intentions and outcomes differ. So, let’s discuss the main differences between an expense and an investment and why sometimes, the reasoning to back up each cost can make a di
Wealth Management
APRIL 11, 2023
The Fed said last month that it recorded a deferred asset of $16.6 billion in 2022 after ceasing remittances to the Treasury. In its audited financial statement for 2022, the US central bank said payments to Treasury totaled $76 billion before they were ended, compared with $109 billion for the year before.
Sara Grillo
APRIL 11, 2023
Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. But first. For those of you who are new to my blog/podcast, hi! My name is Sara. I am a CFA® charterholder and I used to be a financial advisor.
Alpha Architect
APRIL 11, 2023
Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: April 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Trade Brains
APRIL 11, 2023
Best Small Cap Stocks Under Rs 50 : When new investors are starting out, they tend to look for stocks that are not too expensive. In fact, many of them start investing in stocks under Rs 50. Quite a lot of times, shares of good companies are trading under ₹ 50 and have not reached their true value or potential. In fact, many investors might even be unaware of these companies due to a lack of analyst and media coverage.
MarketWatch
APRIL 11, 2023
The Bank of England said Megan Greene will replace Silvana Tenreyro as an external member, for a three-year term starting in July. Greene is currently global chief economist at Kroll and according to the central bank “has a broad understanding of financial markets internationally and significant experience of advising leaders on the potential impacts of global macroeconomic developments.
Clever Girl Finance
APRIL 11, 2023
Most people want to either earn more money or save more money (or both). One of the areas where you might not have thought about saving money is around how long your clothing lasts. That said, here are some great tips for how to make clothes last longer! Making your clothing last longer is a great way to save money when it comes to shopping as well as caring for your clothes.
The Irrelevant Investor
APRIL 11, 2023
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Top 10 Visuals for Prospect & Client Meetings On today’s show, we discuss: Stock pickers failed to take part in first-quarter rally Tech investing via Verdad Deposit outflows shine light on Fed program that pays money-market funds Why one firm’s 3,612% return is drawing the ire of hedge funds A historic labor market recovery Wages ma.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
eMoney Advisor
APRIL 11, 2023
Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Financial advisors can use tax planning to show the tax consequences of different actions and to develop strategies that can help reduce taxes in the future.
MarketWatch
APRIL 11, 2023
Shares of WW International Inc. WW, which was formerly known as Weight Watchers, soared 25.2% toward a five-week high in premarket trading Tuesday, after the weight management and wellness company said it completed its acquisition of Weekend Health Inc., the telehealth company doing business as Sequence. The stock had rocketed 79.1% to a seven-month high of $6.93 on March 7 after the $132 million deal was announced, as the acquisition would provide WW a telehealth provider that prescribes weight
Advisor Perspectives
APRIL 11, 2023
With so many offerings to choose from, how should an advisory practice build or refine its tech stack? Let’s examine options to maximize your chances of success.
MarketWatch
APRIL 11, 2023
Shares of CarMax Inc. KMX rallied 4.0% in premarket trading Tuesday, after the used car seller reported fiscal fourth-quarter profit that was more than double what was expected even as revenue that fell well short of expectations citing “vehicle affordability challenges.” Net income for the quarter to Feb. 28 fell to $69.0 million, or 44 cents a share, from $159.8 million, or 98 cents a share, in the year-ago period.
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