America’s Most Expensive Housing Markets – 2025 Study
As of May 2025, the median home sale price in the U.S. hit $368,751. But in some metro areas, it’s standard for single-family homes to sell for over $1 million. In these high-cost areas, price swings may carry major consequences, such as putting existing homeowners at risk of losing equity or potentially pricing out hopeful… read more…
Ask an Advisor: I Had to Pay Extra for Medicare Last Year. How Do I Avoid This Happening Again After a Roth Conversion?
I’ll reach my RMD distribution age in 2026, and I’m trying to figure out how much I can transfer from my traditional TSP account into an external Roth IRA in 2025 without exceeding the IRMAA threshold for Medicare Part B premiums. I had to pay a significant premium last year because I exceeded the threshold.… read more…
RIA Custodian Comparison Guide for 2025
Registered investment advisors (RIAs) are generally required by the Investment Advisers Act of 1940 to have an independent custodian hold client assets. This requirement is designed to protect clients, but advisors have some leeway in deciding which custodian they want to use. Conducting an RIA custodian comparison can help you evaluate the options for your… read more…
How to Evaluate ROI for Lead Generation as a Financial Advisor
Sourcing leads through multiple channels offers more opportunities for you to connect with your ideal clients, but it’s important to consider the return you’re getting for your investment. Otherwise, you could be wasting time and money on lead gen strategies that might not pay off. Here’s how to evaluate lead generation ROI for advisors. Are… 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
America’s Most Expensive Housing Markets – 2025 Study
As of May 2025, the median home sale price in the U.S. hit $368,751. But in some metro areas, it’s standard for single-family homes to sell for over $1 million. In these high-cost areas, price swings may carry major consequences, such as putting existing homeowners at risk of losing equity or potentially pricing out hopeful… read more…
Where Millennials Are Buying Homes – 2025 Study
Millennials – all squarely within their primary working years – are buying homes more or less quickly depending on the metro area. In some places, 1 in every 25 residents between the ages of 25 and 44 purchased a home with a conventional mortgage just in 2024 alone. In other major metros, less than 1… read more…
Most Livable Small Cities – 2025 Study
The density, noise and expense of large cities may not always be optimal for each American household. Still, trading in the convenience of a large city often means a multi-person household may be split on what factors go into making a location a best-fit. In some cases, but not others, families may be willing to… read more…
Best Job Markets – 2025 Study
The demand for different career paths and qualifications varies widely from place to place, often depending on local economic features, including geography, infrastructure, politics, culture and resources. Similarly, what makes one job market more appealing than others can depend on a job-hunter’s financial and familial circumstances. Not only does the presence of jobs and a… read more…
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