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1. COVID-19 as Inflection Point for Social Investing
The COVID-19 pandemic seems to be marking a major change in thinking and perceptions across health, justice, as well as, in government, corporate, and personal responsibility. – Bill Hortz
2. What Buyers of Financial Practices Look For
The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest investment – their practice. — Tony Vidler
3. A Comparison of the Trump and Biden Tax Plans
The differences in tax policies between the candidates are stark. In a nutshell, Biden would equalize the tax rate on investing and wages for upper income taxpayers. – Douglas Fisher
4. Why the US Economy Needs More Stimulus Very Soon
There’s a lot of debate in the US Congress over whether the US economy needs more stimulus—and if it does, how big the stimulus has to be. But a closer look at personal income numbers doesn’t leave much room for discussion. More stimulus is very much needed—and soon. — Alliance Bernstein
5. Busting Model Portfolio Myths
Investors see their advisors as critical to their success. They expect you to conduct extensive research with far more technical and in-depth information than investors themselves can access through Google. — Brad Shepard
6. Financial Planning for a Biden Tax Plan
Given Biden’s current lead in the polls and the real possibility of Democrats gaining control of the Senate, his tax plan may eventually be passed by Congress. Regardless of your political views, it’s not too soon to consider the possible implications for your own financial planning. — Rick Kahler
7. 11 Tips for Handling Market Volatility
We’re always going to have periods of market volatility. Having a plan in place can help prevent emotions from dictating your decisions. — Michael Dukovich
8. What Investors Want to Talk About With Their Advisor
Advisors need to be sure to reach out to investors and identify exactly what is of interest to investors. Many investors may fear that they are wasting the time of the advisor or that there may be an additional charge to discuss issues broader than their investments. — Catherine McBreen
9. Why Technology Is More Important Than Ever to Attract, Retain Advisors in New “Normal”
Many financial advisors have been jumping ship in recent years as an expected retirement boom (or in glass half-empty terms: talent shortage) looms. This was before the COVID-19 pandemic sped up the digital revolution of the industry overnight. — Sean Lawlor
10. Will the US Airline Sector Navigate the Winds of Uncertainty?
It is known by all that one industry that has been most impacted by the COVID-19 pandemic is the aviation sector. Border closure and restrictions on travel has completely grounded the US aviation industry. — Aditya Raghunath
11. My Top 20 Items That Are Not Worth the Money
Amazon packages have been piling up lately, and I’ve realized I’ve been ordering a wide array of items. Some are essentials, some are bought on a whim, and some items are just toys for the kids (to keep them, and us, sane). — Andrew Rosen