Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 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 How Much Is Happiness Worth to You? Actions Align With Words: Embracing Firefly Wisdom How Kids Fare in the Federal Budget Black Women Still Facing Economic Difficulties Unlocking the Power of Connection When You Hit Your Leadership Ceiling Advisors, Get Ready for Rollover Mania Was Social Security’s Software Hacked? And Was It Hacked in 2022? How Investors Navigate Conflicts of Interest The Wealth Problem With Being Suddenly Single Last Night’s Debate Will Winnow the Field; an Odd Trend in 2024 Races Outlook How To Adjust Your Mental Model of What Is Achievable Cracking the Code of Self-Proclaimed Gurus Increase Your Social Influence by Eulogizing the Living NOvember Is a Perfect Time of Year To Take Inventory America Has a New Political Star We’re Not for Everyone, and Not Everyone Is for Us Taylor Swift Is Now a Unicorn The Future of Territory Management: Trends and Innovations To Watch When Economists Take Leave of the Facts 6 Keys To Surviving the Realities of Entrepreneurship The Cold Truth Behind Ben & Jerry’s When We Are FULLY Immersed in Activity Is Robert F. Kennedy Jr. A Factor in the Presidential Election? Helping Clients Deal With Election Year Blues What, Exactly, Is a Futurist? Fed Expected To Hold Rates Steady – What Investors Should Do Now Suddenly Single, With Wealth — What's the Problem? How Do You Make Peace With Uncertainty? Our Nation’s Dire Fiscal Condition and Salvation Using Self-Directed IRAs To Invest in Real Estate and Privately Held Businesses Unmasking Sociopathic Shenanigans Marriage Matters: Assessing Benefits of Matrimony The Moral Gray Area That Affects the Vast Majority of Advisors Top Mistakes Wealthy Families Make in Estate Planning How Much Cash To Have In Savings: An Art & Science Is Social Security’s Website Suddenly Saying the System Owes You Far Less? Finally: Some Fresh Faces in American Politics Trending 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 Is ‘Surprise and Delight’ an Effective Client Experience Strategy? Guiding Caregivers Through Social Security and Retirement Planning Fed Watch: The Waiting Game Continues Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates Seeking Yield in a Challenging Municipal Environment ⇤ « 3 4 5 6 (current) 7 8 9 » ⇥ 6 / 172