Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 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 4 Strategies To Help Leaders Figure Out What Matters Most and Share With Others The US Capital Glut and Other Myths The Top Ten Themes of a Remarkable Summer What’s Behind Us and What’s Ahead? What’s Worse Than Having No Will? Having Two Lithuania Positioned To Emerge as Baltic Economic Powerhouse? The One Albatross Joe Biden Can’t Shake Economist Predicts Housing Crash Creating a Different Today and Tomorrow 6 Critical Questions To Ask When You Inherit an IRA 5 Questions Your RIA Clients May Not Know They Should Be Asking Is Your Personality Getting in the Way of Long-Term Investing Success? 12 Reasons It Makes Sense To Pay for Professional Advice The Black Sheep Phenomenon 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 ⇤ « 17 18 19 20 (current) 21 22 23 » ⇥ 20 / 183
