Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. How Families Build Generational Wealth The GDP Surprise of the Year Argentine Dollarization Is a Great Idea, but It Requires Limited Purpose Banking To Work Navigating the Road to 2027: Steering Spaceship Earth Nikki Haley Has the Momentum — To Finish Second How Advisors Can Help Clients Capitalize on Charitable Giving Are We Living in the “Good Old Days”? Dreaming Beyond the American Dream We Should All Delete More Work Here Are Three Scientific Reasons Why Emotional Well-Being Is Key to Your Success How’s Your Mental Liquidity? Finding Your Leadership Purpose Embrace the Enlightened ‘Fool’: Wisdom in Wandering The US is the Third Country With the Highest Household Savings in the World A Leadership Gratitude Challenge My 3 Favorite Thanksgiving Questions China Attractive in 2024 as Beijing Becomes More Proactive on Property? Beyond the Saga of OpenAI The Risk of Anchoring Investment Expectations to a Market High My Unbelievable Conversation With Social Security Student Loans Burdensome for Older Folks, Too IRA, 401(k) Balances Are Declining Unleashing Our Potential You Can’t Be Positive Enough Your Marriage Needs a CFO and COO: Insights on Marriage and Finances Joe Biden’s Stunning Fall Among Young People Children Deserve More than Shutdown Threats and Continuing Resolutions A Not-So-Happy Birthday for Joe Biden Gifting to Family With Strategic Charitable Planning The Wild World Beyond the Echo Chamber Super Agers Challenge Our Perceptions Don’t Believe These Investing Rumors Who’s Waiting in the Wings if Joe Biden or Donald Trump Drop Out? Can You, Too, Become an Investing Genius? The Next Bullish Theme: A Modest U.S.-China Thaw How Much Is Happiness Worth to You? Actions Align With Words: Embracing Firefly Wisdom How Kids Fare in the Federal Budget Black Women Still Facing Economic Difficulties Unlocking the Power of Connection When You Hit Your Leadership Ceiling Advisors, Get Ready for Rollover Mania Was Social Security’s Software Hacked? And Was It Hacked in 2022? How Investors Navigate Conflicts of Interest The Wealth Problem With Being Suddenly Single Last Night’s Debate Will Winnow the Field; an Odd Trend in 2024 Races Outlook How To Adjust Your Mental Model of What Is Achievable Cracking the Code of Self-Proclaimed Gurus Increase Your Social Influence by Eulogizing the Living NOvember Is a Perfect Time of Year To Take Inventory Trending The Retirement Risk Few Advisors Talk About: When One Spouse Retires First The 10 Best Marketing Ideas I’ve Ever Shared for Financial Advisors More Information Doesn’t Make Investors Better. It Can Make Them More Confidently Wrong You Won the Most Trusted Advisor Seat. Don’t Give It Away. If Every Advisor Puts Clients First, What Makes You Different? AI Was Supposed to Kill Shopify. It May Make the Stock a Winner. The Free Consulting Trap That Costs Advisors More Than They Realise The Counterintuitive Truth About Giving Less in a First Conversation ⇤ « 29 30 31 32 (current) 33 34 35 » ⇥ 32 / 199
