Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Panic Attack Hits Democrats Beyond the Algorithm: The Essential Value of Human Financial Advisors in an Age of Robo-Investing This Is What an Expert Really Is The Law of Propinquity and the Work From Home Dilemma Do Not Overlook the Value of Stopping It Pays To Be a Financial Planner. Literally. Do the New Bitcoin ETFs Make it a Less Risky Investment? Beyond Wealth: Does Money Always Buy Happiness? Questioning the Year of Efficiency Disillusionment as a Catalyst: Can Our Youth Depend on Us? How To Become an Antifragile Investor Should I Roll My IRA Into My 401K To Do a Backdoor Roth? Effective Financial Management Strategies for Optimizing Warehouse Business Operations Misinformation Is More Complex Than Just Lying Discussing Money With Family – Are You a Thermostat or a Thermometer? Yes, Stock-Picking Is Difficult Profitability: The End Game for Business? The Big Game Indicator and Other Unusual Economic Theories The Heart of True Genius A Major Election Wild Card: Robert F. Kennedy Jr. Net Worth Summaries vs Portfolio Reporting Why Tesla Had To Be Sold The Inflation Paradox: When Perception Clashes With Reality Charisma’s Dual Nature: A Reflection for Our Times Five Leadership Moves To Outmaneuver a Saboteur Ten Things We’re Hearing on Capitol Hill The Limits of Policies Based on Identity Rather Than Universal Rights, Needs, and Opportunities 5 Ways to Harness Your Impatience The Growing Bureaucratisation of Life A $7 Trillion Opportunity for Banks … or Is It? Clifford Winston Wants to Save America's Infrastructure The Truth About My Audacious Pithy Ways What Is Your Greatest Opportunity? Why Investors Love Forecasts Ten True Contradictions Are You a Positive Deviant, a Negative Deviant, or Just Plain Boring? Beyond Sugarcoating: The Emperor Has No Clothes Why Would You Pick up a Penny? How the Confusing Income Inequality Debate Distorts Policy-Making Is Natural Gas a Complete Failure? A Stock Comeback: Winning the Expectations Game! Women Want To Accomplish These Financial Goals in 2024 Putting $10 Million To Work Is More Than an Investment Activity Being the Magnet How Will My Financial Plan Change Over the Course of My Life? An Attitude Shift on the Economy What Pickleball Can Teach You About Financial Planning Should You Sell Your CPA Firm? Here’s How To Know An Unequal World Is Just the Way It Is … Live With It GOP Lawmakers Are Falling Into Line on Trump Agenda 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 ⇤ « 10 11 12 13 (current) 14 15 16 » ⇥ 13 / 182
