Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Has Your Leadership Hit a “Blip” in the Road? Don’t Fall Prisoner to ‘More’ Ideology Should I Roll Over My Retirement Account to an IRA? Awakening to War: A Wake up Call How to Not Become an A**Hole on Your Climb to the TOP The Artificial Intelligence of Things Israel-Hamas War Spooks Markets as Investors Urged To Avoid Knee-Jerk Biden Has Been Running Surpluses, Not Deficits The Art of Radical Listening Monte Carlo: A Measure, Not a Goal Advisors Should Enlighten Clients to HSA Benefits Feelings About Student Loan Forgiveness Are Complicated Unleashing Human Intelligence The 6 Biggest Mistakes DIY Investors Make and How To Avoid Them What Does Fear Have To Do With It? 12 Provisions in Your Last Will & Testament That You May Need ING Trusts and IRS Scrutiny: Risk vs Benefit Everything You Want Costs Something The Gravitational Pull of Business as Usual On Living Beyond Fear Play by the Rules — How Does This Apply to Your Wealth? Managing Your Finances Through Widow’s Fog Fed up With the Federal Reserve? Data Can Help Advisors Need to Leverage Experience Economy Great Leaders MOVE Energy. Do You? The Hidden Dangers of Free Investment Dinners Are You Having Trouble Saving Money in This Environment? Feel Like Running Away? Then Do the Opposite. Let’s Instill Kindness, Grit, and Learning The Illusion of Control Five Reasons To Add Playfulness to Your Leadership AI’s Role in Shaping Our Tomorrow: What's Next? Bringing Buddhism, Mindfulness, and Self Evaluation To Personal Finance Are Mental Health Days a Solution for Burnout? Can You Be Successful and Happy at the Same Time? A Retirees Take On Charitable Giving The Instacart IPO: Putting the (Insta)Cart Before the (Grocery) Horse What if Age Is Just a Number? Advisor Compensation: Transparency, Conflicts, Relationships, and Future of the Industry The Financial Riddler: Five Questions Is Health Care Spending Slowing Down? Thinking Like a Futurist Investing Is Half Mathematics, Half Shakespeare Choosing Optimism in the Polycrisis Era Top Tips To Boost Your Chances on Getting a Mortgage Using Money as a Weapon During Divorce Fed Would Make a Huge Mistake if Rates Are Hiked Again This Year Seller Financing: A Real Estate Option From the Past May Be Back How To Mitigate Risk for a Paper Millionaire “Noisy” Neighbors Influence Your Behavior Trending Gold Versus Equities or Gold Plus Equities—That Is the Question! How Often Should You Contact Your Clients? Why Chasing Clients Is Hurting Your Credibility The Hidden Upside: How Market Turbulence Fuels Emerging Equity Gains Market Tug-of-War: Tariff Tensions, Tech Turmoil & Treasury Moves Why There’s Never Been a Better Time to Be a Financial Advisor The Contrarian Edge: Turning Risk-Off Markets Into Opportunity Unlocking Your Selling Superpower: The Ability to Create Instant Trust ⇤ « 15 16 17 18 (current) 19 20 21 » ⇥ 18 / 182
