Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. How the Sandwich Generation Can Take Control of Their Finance The First Red Flag of Burnout: Chronic Exhaustion To Avoid Chasing ‘Rabbits of Prestige,’ Stay True to Your Money Values Housing Market Shows Risk of Expert Predictions 4 Innovative Strategies To Grow Your Leadership Are You Making Financial Progress Indirectly? Republicans Are Favored to Take the House in 2022 Retirement Income Planning: Spend Your Nest Egg the Smart Way Why Great People Often Do Things That Surprise Everyone What’s Value Got to Do With It? How to Save for Retirement as a One Income Household Amid the Euphoria, a Headwind for the Economy How To Remove Your Spouse From the House Title Why Should You Care About Financial Planning? What Is the Value of Your Business Degree Post-Pandemic? Some Democrats Aren’t on Board on Biden Tax Hikes 5 Ways To Align Around Change We Don’t Like Financial Planner Retiring? A Team Approach Eases Transition Sell Your Company and Pay No Capital Gains Tax Do Your Finances Need a Spring Cleaning? Some Financial Rules Are Made To Be Broken Estate Administration: A Guide for the Perplexed Creating a Strong Tax Planning Strategy Can Save You Thousands, Here’s How Is An Inheritance Taxable? It Depends, and Here’s Why Volatility Alert: Biden Administration Plays the Tax Card What to Expect from a Financial Advisor How (Not) To Change Someone’s Mind 7 Lessons Learned from the Bernie Madoff Scam What Dentists Need to Know to Achieve Larger Tax Deductions and Accelerated Retirement Savings How To Build Resilience When Life Isn’t Perfect Have We Forgotten How to Admire? How Can a Financial Advisor Change the Financial Habit of Americans? Ditch the Bad Habits: 4 Stages of Awareness To Be a Better Leader What Do You Value More; Time or Money? 5 Simple Steps You Can Take To Change Your Money Mindset 4 Commonly Made Financial Mistakes Young Families Make Divorce and the Marital Home: Keep or Sell Dogecoin Is the New Gamestop; Are Investors Going To Get Burned? Global Markets Near Record Peaks and Will Get Stronger Who’s Running for President in 2024? The Evolution of Hedge Fund Capital Introduction Events Coinbase IPO: Bitcoin Investors Must Expect More Government Scrutiny of Crypto The Harmful Power of Mistaken Money Beliefs Say No in Order to Say Yes for Career Success We All Love the Circus 3 Life Lessons from 3 Dead Frogs The World According to Jamie Dimon This Type of Ad Could Make Your Clients Jump Ship How to Spend Bitcoin and Other Cryptocurrency Make it Simpler and Less Cluttered Trending Every Exception Costs More Than You Think Why AI Is Making Human Judgment More Valuable Than Ever Crypto Voters Could Shape the 2026 Midterms: What Advisors Need to Know AI Isn’t Failing Financial Advisors. Their Instructions Are. The Trust That Brings Them Back Wall Street Is Betting Big on Micron—Can It Deliver? Gambling vs. Investing and the H-Factor Odds-Based Framework The Future of Wealth Management Technology Is Here ⇤ « 66 67 68 69 (current) 70 71 72 » ⇥ 69 / 197