Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Advisor Compensation: Transparency, Conflicts, Relationships, and Future of the Industry The Financial Riddler: Five Questions Is Health Care Spending Slowing Down? Thinking Like a Futurist Investing Is Half Mathematics, Half Shakespeare Choosing Optimism in the Polycrisis Era Top Tips To Boost Your Chances on Getting a Mortgage Using Money as a Weapon During Divorce Fed Would Make a Huge Mistake if Rates Are Hiked Again This Year Seller Financing: A Real Estate Option From the Past May Be Back How To Mitigate Risk for a Paper Millionaire “Noisy” Neighbors Influence Your Behavior Are You Swinging for Those “Hot” IPO Home Runs? A Business Upended: Streaming Disrupts the Entertainment Business! Evolving CEOs: From Untouchable To Accountable All Financial Decisions Have Side Effects — Are You Ready for Them? Leading Home Security Trends To Consider in 2023 MIT’s Superb Economist, Amy Finkelstein: Rebooting American Health Care Fall Into Financial Health: Why It’s Crucial for the Season Ahead Unleashing Your Critical Thinking Swing Into Your Best September Leadership Risk Tolerance: The Types + Why It Matters Debunking #GirlMath Myths Mastering High Net Worth Financial Planning: The Unique Challenges of Wealth Make Love, Not War…With Your Money What I Learned on My Recent Visit to Alaska: You Can’t Escape Investor Biases How To Solve Big Problems Resistance to Financial Advice Is a Sign To Slow Down Effective Strategies for Budgeting Repairs and Managing Your Home Maintenance What’s the Difference Between the News and Your Portfolio? Reluctant To Retire? Potential Victims of an Advisor’s Reluctance To Retire Should Your Estate Plan Try To Avoid Income Taxes Rather Than Avoid Estate Taxes? Will iPhone 15 Event Help Apple Recover $200B Lost Last Week? There’s Still a Case for Investing in Innovation The Benefits of a Wealth Management Relationship Navigating Trauma All Eyes on Detroit This Week Toys for Billionaires: Sports Franchises as Trophy Assets! Is a Remote Island in Ireland Calling? What Is the Real Purpose of Money? How Expensive It Is To Renovate a Home Today? What’s Behind Soaring College Costs and What You Can Do The Problem With Probabilities The College Financial Aid Application (FAFSA) Is Changing For The 2024-2025 School Year! How Much More Should the Young Transfer to Richer Older Generations? Embracing the Messy, Beautiful World Outside the Bubble What if All These Money Lessons Have Kids Focusing Too Much on Money? Planning for the 10-Year Clean Out Rule and Inherited IRAs A No Labels Contingent Presidential Candidate 6 Steps To Providing Exceptional Customer Experiences Trending Reflect on Your Future Self So You Can Plan For It How To Engage With Strangers at Community and Cultural Events China’s Growth Is Slowing: What Does It Mean? Advisors: Know Your Worth, Know Your Value Do You Truly Understand Your Investments? Will Inflation and Yields Will Repeat “That 70s Show” “If I Could Only Buy One Stock for the Next 5 Years…” Conversations About Longevity Planning and Preparing for the Unexpected with Steve Gresham ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 165
