Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Shattering Feel-Good Beliefs: Uncomfortable Truths What’s in Store for 2024: The Economy How Marriage Penalties In The "Childless" Earned Income Tax Credit Why Finding Financial Help Sucks and How We Can Fix It The Value of Having a Trusted Wealth Manager What To Know When Your Child Turns 18 The European Travel Sector: Promising Prospects on the Horizon for 2024 Immigration Issue Reaches Boiling Point The White Elephant Inheritance The Year of More Wisdom Questions To Ask a Financial Advisor Before Becoming a Client Will Your New Years’ Resolutions Make You Healthier, Wealthier, or Happier? There Is No Going Back: Be Notorious Dumb Struck: The Only Reaction to What’s Going On The Economics of Compassion One Serious Legal Crisis, One Serious Budget Crisis as Congress Returns What Are Your Wins at Work, and Why They Matter Now To: Millennials, From: Jerome Powell On the Path of Renewal A Surprising Source of Family Strength Humanizing the Conversation: It’s Never About an AI-Driven World What Investors Need To Know About the Race to the White House Searching for Joy in Holiday Giving Unlocking Magic: Grace and Possibility this Holiday Season Embracing the Solstice: The Transformative Power of Pause Maximizing Financial Opportunities in 2024 Investors: Beware of Shiny Objects 7 Easy Ways To Become an Audacious Leader. The Biggest Political and Economic Stories of 2024 End-Of-The-Year Financial Checklist 5 Things Every Freelancer Needs To Know About Finance Wealth Equals Wellbeing Only if You Spend It When You Need To Humanity at Work: People Are the Heart of Business Beyond Imagination: The Uncharted Horizons of Possibilities A Gloomy Holiday Season for Democrats 5 Things That Take 5 Minutes and Will Make You a Better Leader Lead Generation Is Dead Good Intentions Are Not Enough RIAs, Wealth Management Firms Bullish on AI Honesty or Diplomacy: Which Is Better for Your Career? Explore Smart Ways to Finance Your Home Improvement Project Embracing the Power of Boldness at Year’s End The Trap of Being Liked: Fueling External Validation How To Find a Qualified Financial Therapist Quantum vs Heart: The Battle for Humanity’s Soul Action Items for Financial Firms To Help Clients Navigate the Opioid Crisis Beyond GDP: Charting a Course Towards Health-Driven Prosperity Most People Are Bad at Predicting the Future. Are You the Exception? Navigating the Financial Landscape: A Guide to 2023 Year-End Tax Planning The Importance of Connectors Trending Navigating Earnings Season: The Signals in the Data Why the Trump Trade Isn't as Simple as It Seems Election Aftermath: Why Both Parties Are Stuck in the Past The Perils and Opportunities of Unretiring With Tom West & Suzanne Schmitt Domenick D'Andrea | Enhancing Client Experience: The Impact of Technology at Your Advisory Are Shoppers Still Driving the Economy? Samantha Russell | The Key to Being Social in Today’s Professional World Decoding Today's Valuations: Key Insights for Investors ⇤ « 8 9 10 11 (current) 12 13 14 » ⇥ 11 / 179
