Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. I Used To Think Values Were Bull. Here’s Why I’ve Changed My Mind Your Mental Model Of What Is Achievable Is As Important As Your Actions Losing the Top Job Can Make You Better Off 4 Opportunities Within Biden's Proposed Estate Planning Tax Law The Rich and Taxes Do You Need A Burnout Breakthrough? 4 Things You Need To Consider Before Purchasing a Rental Property The Best Leaders Know How To Be Vulnerable Three New Issues Dominate the Political Debate Personal Economic Fairy Tales Limit Smart Decisions Why We Don’t Plan For The Inevitable With Great Power Comes Great Wealth Starting or Buying a Business with Your 401(K)? Know This First 5 Types of Video Game Industry Jobs That Are on the Rise 5 Risk Management Strategies for Protecting (and Growing) your Wealth Axos Clearing: Your Partner In a New Age of Technology How Large Medical Groups Can Drive Down Their Tax Liability And Enhance Their Retirement Savings How American’s Became 401(K) and IRA Millionaires A Year After The Pandemic Demystifying What the Biden Tax Plan Could Mean For You The Fed Begins Asset Sales 6 Really Simple Ways To Have the Spotlight Shine on You Inflation and Politics, a Toxic Mix Avoid “Emergency Room” Financial Planning What Does Risk Feel Like? Innovating When Opportunity Knocks Where to Invest with Higher Inflation Inflation Is Coming: Are You Ready? 6 Tips for Improving Your Self-Esteem 4 Tips to Unwind After a Busy Day Vigilante Investors Could End Up ‘Financially Burned’ The Flaw in Biden’s Budget Proposal: How to Pay for It 3 Ways Mom Was Right Why So Many Mutual Fund Investors Underperform 5 Reasons a Fresh Start for People Is an Impossible Dream How To Use Hope To Overcome Stress and Anxiety Cold Calling Banned: Why the Merrill Lynch Change To Advisor Training Matters to You The 6 Money Skills You Need Today Joe Biden’s Agenda is in Trouble Letting Go Sets You Free How Should You Prepare for Proposed Tax Changes? Why I’m Not (Too) Worried About Inflation Ready For a Move? A GREAT One Is Absolutely Possible Why Do You Work So Damn Hard? Should I Sell My Business? The Clock Could Be Ticking for Favorable Estate Planning Provisions Major Tax Hikes Look Increasingly Unlikely Federal Reserve Taper Threat is Now On the Table Why Paying Executor Is Fair to Estate and Heirs No Joke: UFOs Go Mainstream What Should You Start Doing for an Anxiety Free Financial Life? Trending Election Year Market Expectations Why Financial Advisors Need Clarity On Their Ideal Client Understanding the Emotional Drivers of Client Decision-Making Inflation Has Been Dreadful for Retirement Savings Technology Is Good, but Humans Are More Important Portfolio Construction: Assembling the Building Blocks Reddit Posts Reflect Investor Interest in Climate Change, Renewable Energy, and EVs Words that Hinder Building Rapport with New Clients ⇤ « 41 42 43 44 (current) 45 46 47 » ⇥ 44 / 173