Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. A Few Simple Mindsets to Alleviate Fears or Anxieties Health & Money: The Two Prongs of Life The ‘L’ Word and Why It’s Central to Your Leadership Success The Art of Winemaking During a Pandemic Top Tax Tips to Consider Before Year End 3 Types of Financial Advisors: The Goldilocks Edition Are You a ‘Different’ Leader? The "Chicago Way" to Trust Why Advisors Need To Act Fast When a Client Seems Cognitively Impaired When It’s Your Time and Your Authority Goes Viral How To Have Hope In A Bleak World Political Bets as Risky as Stock Market Timing The Problem With An Over-Reliance On Data What Does a Financial Planner Do? Should I Be Worried About a Market Crash? Biden Will Deliver a Boost To Stock Markets and Economy 6 Ways To Help Your Company Grow Staying Focused With Your Portfolio Through the 2020 Election Top 5 Tips to Minimize Taxes on Investments During Retirement How to Prevent Politics From Destroying Work Relationships This Magic Question Is the Secret Sauce in Your Career 5 Common Decision-Making Mistakes and How To Avoid Them 6 Ways to Keep Yourself Healthy When Working 9-5 Increased Social Programs Don’t Equal Socialism Three Key Post-Election Portfolio Ideas The Path To Wisdom Through Self-Discovery The Journey to Financial Adulthood Remember Your Vote Is Your Voice Why It Can Make Financial Sense To Allow Yourself To Feel Sad Chaotic Contested Presidential Election? Investors Should Prepare Now Business Reinvention: Managing the Tension Between Fast and Right Why Nonprofit Investors Should Expect the Unexpected The Search For The Fountain (or Pill) of Youth How To Plan Your Legacy at Any Stage of Life What Are B Corps and Should You Invest in Them? 8 Things You Can Do To Prepare Financially For Unexpected Circumstances What Can You Do With an Outlier Among You? What Can We Do About Pandemic Related Loneliness? Best Execution and Selection of Mutual Fund Share Classes for Clients How To Manage Your Anxiety In 4 Simple Ways How Did I Miss That? Five Beliefs That Can Trip Leaders Up High Advisor Commissions for High-Risk Investments How Can I Change the World? Small Businesses Are Agonizing Over PPP Loan Forgiveness How To Solve Your Financial Problems of Tomorrow In Praise of Quiet Authority 5 Ways To Find Simple Joys and Lift the Clouds From Nixon’s Lies to Trump’s Tweets: Deconstructing the Presidency With Social Science Breaking Down Financial Advisor vs. Fiduciary 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 ⇤ « 72 73 74 75 (current) 76 77 78 » ⇥ 75 / 197
