Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Body Shop Gets Lost in Corporate Seas Be Aware of the Pitfalls of a "Feel Good" Culture Should Electoral Years Impact Your Stock Market Strategy? Should High Income Earners Take Advantage of the Standard Deduction? Business Owners Now Have More Options for Success Thanks to New Legislative Changes The Argument for Investment in Innovation Remains Compelling Why Emphasizing Less on Political Identity Could Benefit Us All 7 Tips for Finding the Perfect Mentor to Fast-track Your Business Career Why Do I Do What I Do? The Importance of Annual Reviews for your Financial Plan Uncovering the Reality of Wealth Management Fees Social Skills Beyond the Superficial Financial Advisors and the Holy Grail Avoid These 5 Common Mistakes When Leading Change “No Labels” Party is Looking at Haley Higher Perspective: A Helicopter's Eye View! Strong Offense and Defense: The Key Components of a Winning Financial Strategy An Improved and Energetic Future in the Digital Realm 5 Reasons To Consider Investing in More Than the S&P 500 Life Aboard “The World” Ship Relax, It’s Just a Market Pull-Back A Financial First Worth Remembering The Investment and Business Ramifications of Catastrophic Risks Could This Be the New "Normal" for Interest Rates? Why Big Tech Giants Are Enshittifying Our Lives Scared Money Rarely Makes Money The Roller Coaster of Distraction, or Our Wellbeing? Thriving as a Dynamic Money Duo: Mastering Finances Together! Making Higher-Income People Pay for Social Security Shortfalls Financial Abuse Resulting from Undue Influence Why Financial Professionals' Designations Matter Choosing the Road Less Traveled: Embracing Unique Paths in Life Beyond the Unimaginable: Where Possibilities Dance Financial Impact: Anticipated Rules and Regulation Changes for 2024 The Two-Parent Privilege ... and Tax 2024 Retirement Contribution Limits Get a Boost from the IRS The Risk of Trying to ‘Get Rich Quick’ The Glory of the Billionaire Bonanza What To Do When Investors Mix Politics and Investing Panic Attack Hits Democrats Beyond the Algorithm: The Essential Value of Human Financial Advisors in an Age of Robo-Investing Does Your Estate Plan Include Instructions for Who Will Take Care of Your Kids? This Is What an Expert Really Is The Law of Propinquity and the Work From Home Dilemma Do Not Overlook the Value of Stopping It Pays To Be a Financial Planner. Literally. Do the New Bitcoin ETFs Make it a Less Risky Investment? Beyond Wealth: Does Money Always Buy Happiness? Questioning the Year of Efficiency Disillusionment as a Catalyst: Can Our Youth Depend on Us? Trending Understanding Private Market Fund Distribution Waterfalls Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford Exploring Gold as a Tactical Investment Option Is ‘Surprise and Delight’ an Effective Client Experience Strategy? Guiding Caregivers Through Social Security and Retirement Planning Fed Watch: The Waiting Game Continues Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates Seeking Yield in a Challenging Municipal Environment ⇤ « 1 2 (current) 3 4 5 6 7 » ⇥ 2 / 172