Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Is Robert F. Kennedy Jr. A Factor in the Presidential Election? Helping Clients Deal With Election Year Blues What, Exactly, Is a Futurist? Fed Expected To Hold Rates Steady – What Investors Should Do Now Suddenly Single, With Wealth — What's the Problem? How Do You Make Peace With Uncertainty? Our Nation’s Dire Fiscal Condition and Salvation Using Self-Directed IRAs To Invest in Real Estate and Privately Held Businesses Unmasking Sociopathic Shenanigans Marriage Matters: Assessing Benefits of Matrimony The Moral Gray Area That Affects the Vast Majority of Advisors Top Mistakes Wealthy Families Make in Estate Planning How Much Cash To Have In Savings: An Art & Science Is Social Security’s Website Suddenly Saying the System Owes You Far Less? Finally: Some Fresh Faces in American Politics Stop DELEGATING, Please! What Will We Do After the Robots Completely Take Over? When You Hit Rock Bottom The Inauthentic Authenticity of LinkedIn Financial Life Planning: A Job, a Career, or a Calling? Crisis Deepens as Aid to Israel and Ukraine Stalls Think About Health and Wealth as Surviving and Thriving From Setback to Success - Leading Through Adversity How To Be a Five Point Leader Is Our Next Banking Crisis Here? Trailblazing Leadership With Anthony Bourdain There Are AI Positives for Advisors The Case for Telling the Truth The Future of Contact Centers: Emerging Trends and Innovations Powell More Hawkish as Israel-Hamas War Drives Oil and Inflation Fears? Could You Use Net Unrealized Appreciation? Choosing Who To Let Down Why Inheriting the Family Home Can Be a Bad Idea The Power of Truth The Abilene Paradox and the Dangers of Assuming People Agree With You High Stakes for Joe Biden’s Trip to the Mideast Forget Cashless as Cash Is the Only Payment System That Works The Wisdom of Crowds vs. Popular Delusions Paying Yourself First: The Ultimate Budgeting Tactic The Role of Financial Literacy in Preparing Rising Generations To Be Stewards of Family Wealth New US Speaker of the House Could Upset Global Markets Glory Days Gone By? Advice: Big Box Shop or Private Firm? A Critical Examination of Bullsh*t A Leader’s Guide To Managing Burnout The Widow’s Penalty: Why Tax Planning Matters Four Unstoppable Trends Are Chasing the Financial Industry at Its Zenith – Look Out Why Don’t People Relocate for Lower Cost of Living? Has Your Leadership Hit a “Blip” in the Road? Don’t Fall Prisoner to ‘More’ Ideology 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 ⇤ « 15 16 17 18 (current) 19 20 21 » ⇥ 18 / 183
