Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Resilience: Moving From Challenge to Success Why Organizations Need a Conscious Leader at the Helm Private Foundation or a Donor-Advised Fund for a Charitable Giving Strategy Who Really Are The "Investor Class"? How Success Can Breed Mediocracy When and Why Do I Need to Tell My Story? Scammers Are Working Hard to Steal Your Aging Clients Data Retirement Means Gaining Control of Your Expenses Before Worrying Income Guidelines for Holiday Tips and Gifts Leaders: Fundamentals Create Vibrant Cultures and Brilliant Performance 4 Timeless Holiday Financial Gift Ideas Can Hackathons Be a Valuable Business Tool? The Power of Purpose Through a Generational Lens Only You Can Do Something to Change Your Financial Future Waiting For The Stock Market Bubble To Burst? How to Overcome Complex Challenges and Achieve Sustainable Organic Growth How a Health Savings Account Can Benefit You and Your Family When You Can't Earn an Income, How Will You Be Provided For? Six Smart Year-End Tax-Saving Money Moves You're Not Royalty. If You're Talking Marriage It's Time to Talk Money! Ask Your Clients Their Opinion, but Be Careful Not to Over Ask! Understanding the Benefits of 529 College Savings Plans Storytelling Is Legendary in Its Strength Encourage Seniors Not to Be Complacent About Medicare Plans, Act Before December 7 Deadline How to Nurture and Pass Along Spiritual Capital in Estate Planning “Talking Back" Can Increase Clients' Odds of Success in Investment Management The Key to Amplifying Your Growth Strategy Through Acquisition 30 Money Moves to Make in 30 Days Ten Things to Always Leave at Home Hope vs. Reality: Trumponomics If You Love the Idea of Driving Into 2018 in a New Car but Dread the Car Buying Process Success in Life Doesn't Always Equate Into Financial Acumen 5 Ways to Reduce Financial Stress This Holiday Spending Season 2017 Year-End Tax Planning in a Year of Uncertainty One Simple Way You Can Improve Investment Outcomes 5 Reasons Why You Should Track Your Spending If the Rich Get Richer Do the Poor Really Get Poorer? 7 Things to Know About Health Savings Accounts We Already Know How Human History Plays out, It's Time to Find Your Voice Want a Free Franchise? A Hypothetical with Real-World Implications Pros and Cons of the Four Divorce Alternatives Estate Planning Mistakes Almost Everyone Makes Successful Business People Focus on Ten Things That Others Don't Missing Opportunities to Be as Tax Efficient as Possible in 2017 Now Is the Time to Review and Use Your 2017 Health Care Benefits Do You Believe 10,000 Steps a Day Is Realistic? How to Overcome The Most Important Daily Battle Investors Face Strategies to Get You Through 30 Years of Retirement Why You May Be Struggling To Attract Top Talent What Happens When You Put Others Before You? Trending The Power of Steady Advice in Unsteady Markets With Dana D’Auria The Collaboration Myth: Why We’re Not All Speaking the Same Language Top 4 Questions Fixed Income Investors Want Answered Now Trend Following: Why This Classic Strategy Wins in Volatile Times OPEC Does the Unthinkable Bitcoin’s Evolution: From Risk Asset to Portfolio Tool With Matt Hougan The Hidden ROI of Empathy and Trust in Financial Advising The Search for New Age Alpha: Avoiding the Losers ⇤ « 125 126 127 128 (current) 129 130 131 » ⇥ 128 / 183
