Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. How To Know When Financial Therapy Might Help Donald Trump’s 2024 Agenda Do You Have a Crystal Ball for the Markets? Nobody Does. Give Yourself a Gift by Being Charitable Why Who We Trust Matters More Than Ever Living Our Philosophy: The Art of Embodiment Are You an Above-Average Investor? Why Everyone Needs a Good Accountant A Bad Day for the Cable Guy A Tribute to Charlie Munger and the Promise of the American Dream An Ominous Signal from the U.S. on War Funding Why Is Goldman Sachs Dropping the Apple? Navigating the Hurdles of Rationality For the Good of the Country, Older Americans Should Work More and Take Less Behavioral Insights to the Passive vs. Active Debate How Families Build Generational Wealth The GDP Surprise of the Year Argentine Dollarization Is a Great Idea, but It Requires Limited Purpose Banking To Work Navigating the Road to 2027: Steering Spaceship Earth Nikki Haley Has the Momentum — To Finish Second How Advisors Can Help Clients Capitalize on Charitable Giving Are We Living in the “Good Old Days”? Dreaming Beyond the American Dream We Should All Delete More Work Here Are Three Scientific Reasons Why Emotional Well-Being Is Key to Your Success How’s Your Mental Liquidity? Finding Your Leadership Purpose Embrace the Enlightened ‘Fool’: Wisdom in Wandering The US is the Third Country With the Highest Household Savings in the World A Leadership Gratitude Challenge My 3 Favorite Thanksgiving Questions China Attractive in 2024 as Beijing Becomes More Proactive on Property? Beyond the Saga of OpenAI The Risk of Anchoring Investment Expectations to a Market High My Unbelievable Conversation With Social Security Student Loans Burdensome for Older Folks, Too IRA, 401(k) Balances Are Declining Unleashing Our Potential You Can’t Be Positive Enough Your Marriage Needs a CFO and COO: Insights on Marriage and Finances Joe Biden’s Stunning Fall Among Young People Children Deserve More than Shutdown Threats and Continuing Resolutions A Not-So-Happy Birthday for Joe Biden Gifting to Family With Strategic Charitable Planning The Wild World Beyond the Echo Chamber Super Agers Challenge Our Perceptions Don’t Believe These Investing Rumors Who’s Waiting in the Wings if Joe Biden or Donald Trump Drop Out? Can You, Too, Become an Investing Genius? The Next Bullish Theme: A Modest U.S.-China Thaw Trending Brace for Impact: The Fiscal Freeze Is Coming Revamping Your Firm's Marketing Strategy for the Digital Age Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell Will Artificial Intelligence Destroy Humanity? Cut Through the Noise: Why Market Fundamentals Still Matter DIY AI: Simple Automation Strategies for Financial Advisors The Key to Winning in Marketing? Consistent Action More Than an Annuity: The Unique Benefits of i4LIFE® Advantage with Natalia Keene ⇤ « 11 12 13 14 (current) 15 16 17 » ⇥ 14 / 181
Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell
