Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Risk Tolerance: The Types + Why It Matters Debunking #GirlMath Myths Mastering High Net Worth Financial Planning: The Unique Challenges of Wealth Make Love, Not War…With Your Money What I Learned on My Recent Visit to Alaska: You Can’t Escape Investor Biases How To Solve Big Problems Resistance to Financial Advice Is a Sign To Slow Down Effective Strategies for Budgeting Repairs and Managing Your Home Maintenance What’s the Difference Between the News and Your Portfolio? Reluctant To Retire? Potential Victims of an Advisor’s Reluctance To Retire Should Your Estate Plan Try To Avoid Income Taxes Rather Than Avoid Estate Taxes? Will iPhone 15 Event Help Apple Recover $200B Lost Last Week? There’s Still a Case for Investing in Innovation The Benefits of a Wealth Management Relationship Navigating Trauma All Eyes on Detroit This Week Toys for Billionaires: Sports Franchises as Trophy Assets! Is a Remote Island in Ireland Calling? What Is the Real Purpose of Money? How Expensive It Is To Renovate a Home Today? What’s Behind Soaring College Costs and What You Can Do The Problem With Probabilities The College Financial Aid Application (FAFSA) Is Changing For The 2024-2025 School Year! How Much More Should the Young Transfer to Richer Older Generations? Embracing the Messy, Beautiful World Outside the Bubble What if All These Money Lessons Have Kids Focusing Too Much on Money? Planning for the 10-Year Clean Out Rule and Inherited IRAs A No Labels Contingent Presidential Candidate 6 Steps To Providing Exceptional Customer Experiences 4 Strategies To Help Leaders Figure Out What Matters Most and Share With Others The US Capital Glut and Other Myths The Top Ten Themes of a Remarkable Summer What’s Behind Us and What’s Ahead? What’s Worse Than Having No Will? Having Two Lithuania Positioned To Emerge as Baltic Economic Powerhouse? The One Albatross Joe Biden Can’t Shake Economist Predicts Housing Crash Creating a Different Today and Tomorrow 6 Critical Questions To Ask When You Inherit an IRA 5 Questions Your RIA Clients May Not Know They Should Be Asking Is Your Personality Getting in the Way of Long-Term Investing Success? 12 Reasons It Makes Sense To Pay for Professional Advice The Black Sheep Phenomenon Is It Time to Enhance Your Leader Interface? Mid-Year Planning for Secure Act 2.0 and Inflation Impact Fiduciary Approach to Investment Fees & Expenses The Importance of Financial Preparedness for Women Before Widowhood It’s Impossible To Generate a Successful Tomorrow With Yesterday’s Skills Investing on Wall Street for the Rich - Lessons for the Rest of Us From Jonathan Treussard Why We May Be Only in the Early Stages of a Banking Crisis Trending Does Your Personality Influence the Sale? Active ETF Growth Continues To Amaze Treasury Cash Soars Providing a Liquidity Reprieve Bridging Marketing and Customer Experience: 16 Conversation Starters The Power of Sales Scripts in a Rainmaker’s Succession Plan How Advisors Can Improve Communication With Clients Tying the Knot a Second Time? Talk to Your Advisor A Nuanced Macroeconomic Approach To Investing ⇤ « 7 8 9 10 (current) 11 12 13 » ⇥ 10 / 173