Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Beyond the Red or Blue Pill The Things That AI Will Never Tell You Crafting a Wealth Protection Strategy Amid Potential Estate Tax Changes Who Is Your Trusted Contact? An Ominous Signal in Pennsylvania How Advisors Can Improve Communication With Clients Tying the Knot a Second Time? Talk to Your Advisor In a Blink of an Eye Dispelling Misconceptions: Understanding U.S. Health Care Costs No One Cares About Your Economic Commentary When House Rich Is House Poor It’s All in Your Head ... Behavioral Biases in Financial Decision Making Our Precious Time: Understanding the Invaluable Nature of Time Easing Financial Stress Through Family Communication In a World of Best Practices Leadership That Lends a Hand: Why Hands-Off Isn't Effective Addressing 5 Common Queries in Financial Planning Biden, Trump Embrace Weak Dollar and More Tariffs Why Today's Housing Market Is Crazy Cocooning or Shared Living? Defining Your Professional Identity: Firefighter vs. Strategic Leader Aligning Financial Values with Your Partner: A Crucial Discussion Divorce Benefits How We Choose Our Priorities Speak Volumes Iran’s Humiliating Defeat Credit and Funding Challenges Small Business Owners Face in the SMB-Driven Economy How To Make the Science Behind Positive Thinking Work for You High Stakes as Trump Trial Begins A First-Time Homebuyer Tax Credit: A Good Idea That Needs A Lot More Work Harnessing Humility: The Investing Superpower of Future Forecasting The Courage To NOT Know Hot: Inflation Collides With Politics When Investor Expectations Don’t Match Desires Active-Inference AI and Adaptive Intelligence Shifting Home Buying Dynamics: The Impact of the NAR Settlement Why Millennials Should Prioritize Estate Planning Another Avenue for College Savings Social Security Sues Down Syndrome Child for $85K, Cuts off Healthcare & Benefits To FIRE, or to YOLO; Is That Really Our Quest? Navigating College Costs as a Parent: A Financial Planner’s Perspective Unlocking the Power of Advisor Guidance With Matson Money How Can You Help Clients Save Money on Vacations? True Loyalty Is a Building Block Overcome Fear of Financial Regret to Embrace a Fulfilling Life Workplace Joy Insights from a Train Enthusiast Empower Your Children with Financial Literacy Consider All Perspectives Before Making a Change in Your Investments Don’t Let These 8 Myths Keep You From Preparing for Retirement U.S. Relations With Israel Near Rock-Bottom When Is It Easy To Invest? Trending Trump, Powell & Rates: The Post-Liberation Day Edition The Tariff Tangle With China and What It Means for Earnings Slow-Motion Selling: How To Take Control of Your Calls Without Pressure Niche Marketing: The New Rules for Standing Out and Scaling Up Can Investors Disrupt Big Meat? The Financial Case for Regenerative Agriculture Tax Season Is Upon Us (And Tax-Smart Income Can Make a Big Difference!) Thriving as a Financial Advisor in 2025: Strategies for a Volatile Market Great Advisors Lead With Confidence—Not Just Calculations ⇤ « 7 8 9 10 (current) 11 12 13 » ⇥ 10 / 182
