Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Embracing the Misfit Mentality: Exploring Unlimited Opportunities Navigating the Moral Landscape of Finance Taxing the Rich and Capital Income Depends Upon Corporate-Level Taxation U.S. Trade War Looms With China Abra Cadabra: Words and Wonders Magic Mom Words: Powerful Phrases To Move From Mayhem to Magic Net Zero and the Law of Horse Manure The Strength of Wings: Reaching New Heights Crafting a Framework for Sound Financial Decision-Making What To Do When You Start Losing Your Way Maximizing Savings: Conducting an Annual Subscription Audit Self-Storage of Stuff: A $45 Billion Industry Retirement Readiness: Mary Beth Franklin on Social Security Benefits & Planning When You Are Triggered, Take 3 It Takes Effort and Intention To Create Anything How Much Should the Fed Lower the Interest Rate When Inflation Falls? Social Security on the Brink: Debating Solutions With Arun Muralidhar and Kathleen Townsend Breaking Away: Forging Our Own Path Beyond Herd Mentality Risk Mitigation Stemming From the MV Dali Incident: A Project Management View! What Is Your #1 Value to Investors? Human Advice Prevails: Understanding the Evolution of Robo-Advisors Here’s How To Handle an Unexpected Financial Windfall Beyond Mental Health Month Embracing Rationality: An Opportunity in Decision-Making These Five Issues Will Determine the Election The DOL’s New De-Minimus Fiduciary Standard Richness in a World of Plenty Sound Financial Decisions: The Impact of Eliminating Emotional Behaviors Insights from Uber Drivers: Understanding Economic Trends Will You Recognize “Enough” When You See It? Three Trends Observed at Future Proof Retreat “Pie” Thinking: What You Must Know But Politicians Won’t Discuss Teen Financial Wisdom: Five Essential Tips" Tax-Free Growth: Transforming College Funds into Retirement Nest Eggs Navigating Lifestyle Creep In 2024 Why Advisors Should Recommend Score to Their Small Business Clients Do You Want To Know When You Make a Mistake? Stretch Your Leadership Skills: Five Essential Exercises Trump and the Federal Reserve — Biden and Young People Your View of the World: Is It Real or Man-Made? Beyond the Red or Blue Pill The Things That AI Will Never Tell You Crafting a Wealth Protection Strategy Amid Potential Estate Tax Changes Who Is Your Trusted Contact? An Ominous Signal in Pennsylvania How Advisors Can Improve Communication With Clients Tying the Knot a Second Time? Talk to Your Advisor In a Blink of an Eye Dispelling Misconceptions: Understanding U.S. Health Care Costs No One Cares About Your Economic Commentary Trending Build More Efficient Portfolios With Growth in Up, Down and Flat Markets Grow Your RIA: Perfection Not Required Investing in the Pivotal $900 Billion Compliance Carbon Market Stop Selling With Logic Transforming Argentina's Economy: The Impact of Javier Milei's 'Shock Therapy' Stop “Selling” To High-Net-Worth Prospects The Growing Deep Fake Scam Crisis What Happens When Apple Stops Falling? ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 174