Where Millennials Are Moving – 2026 Study
Millennials now make up an estimated 36% of the workforce, making this cohort highly valuable to any local economy. With more flexibility than ever due to remote work and rapidly developing technologies, many Millennial households opt to move locations in pursuit of job opportunities, higher pay, preferable lifestyles, and family considerations, among other reasons. Locations… read more…
5 Soft Skills Financial Advisors Should Learn and Develop
In a sales-centric industry like financial services, an advisor’s soft skills can play a direct role in their success (or lack of it). Advisors who understand how to build trust and loyalty, for example, are at an advantage when it comes to attracting new clients, retaining the ones they already have and gaining more referrals… read more…
How to Become a Tax Advisor: Career Development, Requirements and Timeline
If you’re considering a career change or a new role in the financial services industry, you might be interested in how to become a tax advisor. Tax advisors help clients reduce their tax liability while adhering to federal and state tax rules. Moving into tax advisory services is an opportunity to refine your niche and… read more…
What Is a 401(k) Trust and How Does It Work?
A 401(k) plan may look like a simple paycheck deduction, but behind the scenes is a legal structure that plays a critical role in protecting your retirement savings. Known as a 401(k) trust, this framework determines how your money is held, managed and safeguarded from day one through retirement. Understanding how a 401(k) trust works… read more…
Editor's Picks
CFA vs. CFP®: Which Do You Need?
Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…
5 Tips for Choosing a Wealth Management Firm
Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…
What Is a Fee-Only Financial Planner?
If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…
Why First Homes Could Be Investment Properties
If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…
Data Articles and Studies
Where Millennials Are Moving – 2026 Study
Millennials now make up an estimated 36% of the workforce, making this cohort highly valuable to any local economy. With more flexibility than ever due to remote work and rapidly developing technologies, many Millennial households opt to move locations in pursuit of job opportunities, higher pay, preferable lifestyles, and family considerations, among other reasons. Locations… read more…
Where Most People Are About to Retire – 2026 Study
Many individuals aged 55 to 64 are at the peak of their earning, contributing to local taxes and sometimes with plenty of discretionary income to spare on local businesses. On average, 11.0% of the population in large cities, and an estimated 17.1% of households in this age bracket make $200,000 or more, earning the “high… read more…
Where Most People Are Single or Married – 2026 Study
One of the most important decisions in someone’s financial life and beyond can be whom they choose as a partner. On average, 40.1% of adults in large cities have found their partner, while another 42.5% have yet to make that decision and remain single. The balance may be inherently off, with an average of 107… read more…
Cities Adding the Most High-Income Households – 2026 Study
The number of high income households in a community can have a large impact on local economics. High income households – defined by the Internal Revenue Service (IRS) as those earning $200,000 or more per year – generally contribute more dollars to the local and state tax bases, and to surrounding businesses. At the same… read more…
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