Expert Views

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More Money Or More Time?

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Would you rather have more money even if it meant less time to enjoy it?

Why Friends Want To Do Business With You

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There are six factors in your favor.

Do-It-Yourself States Have The Edge in Vaccinations

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The U.S. Covid-19 vaccine rollout has been uneven.

PPP Loans: Five Mistakes To Avoid When Applying For Them

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Five common mistakes that applicants should avoid when applying for a PPP loan.

Repeat Business Is All There Is

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If you don’t keep your clients happy, they will take their business elsewhere.

mRNA Vaccines Could Vanquish Covid Today, Cancer Tomorrow

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The best news about the mRNA shots is that the same technique could also defeat many other diseases.

Don't Expect Covid-19 Research To Deliver Certainty

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What we know about the disease is still fraught with error and contradictions, but that shouldn’t prevent us from acting.

The Important New Roles Of Life Insurance In Estate Planning

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Three recent developments present new and important roles for life insurance in estate planning.

U.S. Has Been Down This Vaccine Rollout Road Before

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To delve into the history of the polio vaccine is to realize that it has lessons for the here and now.

Roths For The Rich Author Responds

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The author responds to a review in Financial Advisor.

Technology Helps Protect Profitability And Combats Covid’s Impact

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Technology will help advisors grow their practices in the post-Covid world.

How To Give Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

Why We Need 'Story Stocks'

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It's 2021, so let's engage in some forward thinking by putting "fun" into fundamental investing.

Avoiding Rabbit Holes In Retirement

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You have to teach clients to see the pitfalls awaiting them in life when they stop working.

America Is Pumping Out Too Many Ph.D.s

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The academic jobs they're accustomed to pursuing have been drying up.

Small Business Owners Get More PPP Relief, Expanded Loan Options

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The new Covid-19 relief law offers new loan options for small businesses.

The Best Stock Picker Of 2020 Wins With Disruptive DNA

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ARK Invest's Cathie Wood beat every stock picker by betting on the innovators in DNA development.

Millennials, It's Time To Talk Estate Planning With Your Parents

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It’s not an easy subject to raise, but best to be proactive before an emergency hits.

Oops! Mistakes Made In 2020

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The disruptions of the past year led to many financial mistakes, but also offered an abundance of opportunities.

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