Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services 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 When House Rich Is House Poor It’s All in Your Head ... Behavioral Biases in Financial Decision Making Our Precious Time: Understanding the Invaluable Nature of Time Easing Financial Stress Through Family Communication In a World of Best Practices Leadership That Lends a Hand: Why Hands-Off Isn't Effective Addressing 5 Common Queries in Financial Planning Biden, Trump Embrace Weak Dollar and More Tariffs Why Today's Housing Market Is Crazy Cocooning or Shared Living? Defining Your Professional Identity: Firefighter vs. Strategic Leader Aligning Financial Values with Your Partner: A Crucial Discussion Trending Beyond 60/40: Structured Investments, Options Market, and Morningstar Strategic Relationship Empowering Change and Investing in Others with Jeff Vivacqua Excess Savings Wanes Likely Eliminating Excess Growth What’s Your “Hit by a Bus” Plan? Retirement Readiness: Mary Beth Franklin on Social Security Benefits & Planning Is Franchising Right For You? US Housing Market Resilience Amidst High Rates Elevating Your Marketing Impact: Harnessing the Power of Daily Emails ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 174