Morning Memo
 
Wealth Management Morning Memo

APRIL 29, 2022

ALTERNATIVE INVESTMENTS

Small-Balance Preferred Equity Explained

This short-term model allows investors to potentially capitalize on current trends, rather than future market growth.

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ETFS

The 20 ETFs With the Best Returns Over the Past 5 Years

Clean energy and technology-focused ETFs fared the best over the last half of a decade.

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SPONSORED WEBINAR

Finding Consistency and Stability in the Current Global Environment

During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach.

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MINDY DIAMOND ON INDEPENDENCE

Industry Update on M&A Part 2

Part 2 of this two-part series explores what drives value and how to build a business that will be “attractive” to acquirers and garner the highest valuation.

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HIGH NET WORTH

Lisbon, Miami and Dubai Ranked Best Places to Work for High Earners

Real estate broker Savills ranked 15 prime residential markets by their appeal to long-term remote workers.

FULL ARTICLE