Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. We Should All Delete More Work Here Are Three Scientific Reasons Why Emotional Well-Being Is Key to Your Success How’s Your Mental Liquidity? Finding Your Leadership Purpose Embrace the Enlightened ‘Fool’: Wisdom in Wandering The US is the Third Country With the Highest Household Savings in the World A Leadership Gratitude Challenge My 3 Favorite Thanksgiving Questions China Attractive in 2024 as Beijing Becomes More Proactive on Property? Beyond the Saga of OpenAI The Risk of Anchoring Investment Expectations to a Market High My Unbelievable Conversation With Social Security Student Loans Burdensome for Older Folks, Too IRA, 401(k) Balances Are Declining Unleashing Our Potential You Can’t Be Positive Enough Your Marriage Needs a CFO and COO: Insights on Marriage and Finances Joe Biden’s Stunning Fall Among Young People Children Deserve More than Shutdown Threats and Continuing Resolutions A Not-So-Happy Birthday for Joe Biden Gifting to Family With Strategic Charitable Planning The Wild World Beyond the Echo Chamber Super Agers Challenge Our Perceptions Don’t Believe These Investing Rumors Who’s Waiting in the Wings if Joe Biden or Donald Trump Drop Out? Can You, Too, Become an Investing Genius? The Next Bullish Theme: A Modest U.S.-China Thaw How Much Is Happiness Worth to You? Actions Align With Words: Embracing Firefly Wisdom How Kids Fare in the Federal Budget Black Women Still Facing Economic Difficulties Unlocking the Power of Connection When You Hit Your Leadership Ceiling Advisors, Get Ready for Rollover Mania Was Social Security’s Software Hacked? And Was It Hacked in 2022? How Investors Navigate Conflicts of Interest The Wealth Problem With Being Suddenly Single Last Night’s Debate Will Winnow the Field; an Odd Trend in 2024 Races Outlook How To Adjust Your Mental Model of What Is Achievable Cracking the Code of Self-Proclaimed Gurus Increase Your Social Influence by Eulogizing the Living NOvember Is a Perfect Time of Year To Take Inventory America Has a New Political Star We’re Not for Everyone, and Not Everyone Is for Us Taylor Swift Is Now a Unicorn The Future of Territory Management: Trends and Innovations To Watch When Economists Take Leave of the Facts 6 Keys To Surviving the Realities of Entrepreneurship The Cold Truth Behind Ben & Jerry’s When We Are FULLY Immersed in Activity Trending Markets Are Climbing—But Is It Just Another Bear Trap? How To Incorporate Prenuptial Agreements Into Comprehensive Financial Plans The End of US Market Supremacy? What It Means for Equity Investors What Buyers Really Want: Inside the Minds of Financial Practice Acquirers Buffered ETFs Explained: How Are Their Caps Really Set? The Challenger Sale: The Lone Wolf’s Path to Extinction Creating a Legacy-Focused Succession Plan: Honoring Client Relationships and Trust The Real Reason the Fed Didn’t Cut Rates in May ⇤ « 14 15 16 17 (current) 18 19 20 » ⇥ 17 / 183
