Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. What Leaders Learn From the Frontline 3 Habits That Can Work Against Wealth Creation Why You Should Sell Your Vacation Home Trump’s Tax Avoidance Investing in Opportunity Zones What’s the Number One Priority of the Great Wealth Transfer for Millennials? This House Believes That Companies Should Avoid Politics The Noble Art of Tax Avoidance Investment Markets in Election Years – What’s the Verdict? 4 Ways To Save on Taxes A Great Reckoning: One Way Covid-19 Permanently Changed My Life Power Imbalances in Marriage The Two Keys to Survival The President Has Covid-19; Ten Key Points 5 Consecutive Steps To Get Out of Debt When You’re Laid off Due To Corona How To Lose Trust During Complex Times Things to Consider When You Are Ready to Retire 3 Fiduciary Modes: Know How to Evolve From Good to Great Will The Election Turn Out To Be Y2K 2.0? How One Bias Can Cause Investors to Favor Recent Events Over Historic Ones 4 Ways To Stay Healthy While Working in an Office Funding Social Security Without Payroll Taxes How To Estimate Future Lifestyle Expenses 5 Ways To Feel Productive and Confident at Work You, Me, and We: How To Navigate a Financial Threesome Medicare Supplement Plans vs. Medicare Advantage Plans Create A Life More Interesting To Live Then To Watch When Fractional Investing is Not Free Planning to Cope with Change 7 Annoying Myths About Salespeople Created by Television How Covid-19 Affected Women's Health Products Market Should You Get a Financial Advisor for Your Investments? How Should I Position My Portfolio Before the 2020 Election? Deciding To Be Notorious The Critical Retirement Rule Change The Next Generation of Leadership Why You Should Always Have a Protective Mindset Defunding Social Security Is Highly Unlikely How Do You Find YOUR Passion in Career? How to Notice Red Flags When You’re Evaluating an Employer? How To Lessen Your Risk and Protect Your Money During a Time of Crisis Data Privacy in a World Where Advertisers Are the Real Customers and We’re Just Food Majors and Certifications To Help You Stand Out in HR Fear is Nothing to Be Afraid Of Are You Retrofitting... or Reinventing? Time To Check That Your Financial Plans Are Negative Interest Rate Ready Why Do So Many People Want Us Back In The Office? How To Get People Committed and Working Together It Pays To Focus on How Your Money Will Support Your Values The Hidden Danger in Retirement Income Trending Will Regulatory Changes Challenge Big Tech’s Dominance? Christmas Countdown: 3 Retail Stocks Poised to Shine Want To Attract High-Net-Worth Investors? 3 Operational Challenges You’ll Need to Master First Transform Your Discovery Meeting by Ditching the Sales Pitch A Bull Market Fueled by Speculation and Risky Bets Allison Schrager’s Insights on Personal Finance and Macroeconomics Top 3 Retail Predictions for the 2024 Holiday Season Scott Bessent's 3-3-3 Rule ⇤ « 56 57 58 59 (current) 60 61 62 » ⇥ 59 / 179