Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The State of the Asset Management Industry The Long-Term View on Interest Rates: Inputs Are Shifting Top Ten Reasons Advisors Should Lead With Estate Planning AI Regulation: Congress Is Far Behind the Curve Fatflation: You Can’t Outwork a Bad Diet The Human Tug of War Angel Investing in the Entrepreneurial Ecosystem The Evolution of Cryptocurrency: From Bitcoin to Cardano and Beyond AI’s Winners, Losers and Wannabes How Thorough Is the Management of Your Investment Portfolio? What Is Stopping Women From Investing? Money, Knowledge and Trust What is Economic Freedom? Reading, Actually: The Lost Art of Reading in 21st Century Culture Ukraine Gets Its Opening; Six Major Themes Debunking the Myths and Mistakes of Raising Prices as a Small Business Owner Reassessing the Merits of Long-Term Investing The Synergy of Personal and Small Business Financial Planning Washington Can Agree on One Issue: More Bank Regulation Key Takeaways From Bloomberg’s Panel on “The Next Generation Wealth.” Believing You Don’t Deserve Money 5 Really Amazing Secrets That Smell Success in Your Small Business Grow Your Relationship Capital To Expand Opportunities How Advisors Can Improve the Planning Experience Follow the Money; Beware the Traps Future Proof Shakes up Wealth Industry With 2023 Event Experience 8 Common Stock Investing Mistakes To Avoid as a Beginner Is Life a Merry-Go-Round Ride? Reasons Why We Need To Break Out of Comfort Zones and Easy Choices Leading With Your True Leadership Voice Budget Deficit Soars; Red Ink of $50 Trillion is Likely by 2030 Stock Market Basics: 7 Tips for Beginners Uncovering Life’s Mysteries Community Is the Only Unit of Sustainable Change Will Artificial Intelligence Help or Hurt Our Aging Parents? Two Wild Cards To Watch in Washington This Summer Demystifying Credit Scores The Alchemical Nature of Entrepreneurial Ecosystems 5 Days, 5 Months, 5 Years To Fiscal Health Helping Older Clients Avoid Financial Scams It Makes Absolutely No Sense To Seek ‘Inclusion’; Here’s Why Tips for Advisors Working With LGBTQ Clients I’m Banning the Budget Investing Ideas Created by the Work From Home Trend From Approval to Authenticity Becoming Real Innovators The Beauty of Aging Are You Being Smart With Your Debt? $2M: The Cost of Long-Term Care For One Aging Parent What Matters More, Your Initial Outcome or the Ultimate Outcome? One Simple Way to Get Salespeople to Stop Flogging Products Trending Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco Analyzing Returns After Money Market Asset Peaks Small Cap Returns Point To Interest Rate Worries Tips for Selecting the Right ETFs for the Long Haul Steering Clear of Passive Derivative Income Traps: An Active Strategy Understanding Private Market Fund Distribution Waterfalls Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford Exploring Gold as a Tactical Investment Option ⇤ « 9 10 11 12 (current) 13 14 15 » ⇥ 12 / 172