Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Embracing the Misfit Mentality: Exploring Unlimited Opportunities Navigating the Moral Landscape of Finance Taxing the Rich and Capital Income Depends Upon Corporate-Level Taxation U.S. Trade War Looms With China Abra Cadabra: Words and Wonders Magic Mom Words: Powerful Phrases To Move From Mayhem to Magic Net Zero and the Law of Horse Manure The Strength of Wings: Reaching New Heights Crafting a Framework for Sound Financial Decision-Making What To Do When You Start Losing Your Way Maximizing Savings: Conducting an Annual Subscription Audit Self-Storage of Stuff: A $45 Billion Industry Retirement Readiness: Mary Beth Franklin on Social Security Benefits & Planning When You Are Triggered, Take 3 It Takes Effort and Intention To Create Anything How Much Should the Fed Lower the Interest Rate When Inflation Falls? Social Security on the Brink: Debating Solutions With Arun Muralidhar and Kathleen Townsend Breaking Away: Forging Our Own Path Beyond Herd Mentality Risk Mitigation Stemming From the MV Dali Incident: A Project Management View! What Is Your #1 Value to Investors? Human Advice Prevails: Understanding the Evolution of Robo-Advisors Here’s How To Handle an Unexpected Financial Windfall Beyond Mental Health Month Embracing Rationality: An Opportunity in Decision-Making These Five Issues Will Determine the Election The DOL’s New De-Minimus Fiduciary Standard Richness in a World of Plenty Sound Financial Decisions: The Impact of Eliminating Emotional Behaviors Insights from Uber Drivers: Understanding Economic Trends Will You Recognize “Enough” When You See It? Three Trends Observed at Future Proof Retreat “Pie” Thinking: What You Must Know But Politicians Won’t Discuss Teen Financial Wisdom: Five Essential Tips" Tax-Free Growth: Transforming College Funds into Retirement Nest Eggs Navigating Lifestyle Creep In 2024 Why Advisors Should Recommend Score to Their Small Business Clients Do You Want To Know When You Make a Mistake? Stretch Your Leadership Skills: Five Essential Exercises Trump and the Federal Reserve — Biden and Young People Your View of the World: Is It Real or Man-Made? Beyond the Red or Blue Pill The Things That AI Will Never Tell You Crafting a Wealth Protection Strategy Amid Potential Estate Tax Changes Who Is Your Trusted Contact? An Ominous Signal in Pennsylvania How Advisors Can Improve Communication With Clients Tying the Knot a Second Time? Talk to Your Advisor In a Blink of an Eye Dispelling Misconceptions: Understanding U.S. Health Care Costs No One Cares About Your Economic Commentary Trending Stop “Selling” To High-Net-Worth Prospects The Growing Deep Fake Scam Crisis What Happens When Apple Stops Falling? Convertible Bonds Merit More Attention Do Financial Planners Plan With the Tools They Use on Their Clients? A New Approach to Indian Equities Bad Referrals? Almost an Oxymoron The Primary Functionality of Secondary Funds ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 174