Expert Views

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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.

Five Ways To Get Your Clients To Plan Ahead

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2021 should be better than 2020, so start planning for it now.

The Limits Of Roth IRAs For The Wealthy

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A recent book argues that Roth IRAs are a superior tool for the rich. This expert challenges that generalization.

A 12-Step Guide To Staying Sane During The Plague Year

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Disabling notifications on Twitter is one way to deal with the pandemic.

What Lifted Trump Could Sink Biden

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If Democrats listen to fiscal hawks, they will face a reckoning in 2024.

Covid's Worst Should Be Over By Valentine's Day

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If all goes well, vaccinations will start bringing cases down in a couple months.

Pensions Swamped In A Sea Of Negative Real Rates

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A slow recovery could put defined-benefit retirement plans in a near-impossible position.

Party Lines Drawn On Economic/Market Views Heading Into 2021

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Unsurprisingly, Republicans and Democrats have divergent economic and market outlooks.

Warning Signals That Clients Could Fire You

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Alert advisors can head off problems at the pass by being proactive.

Why Should Investors Let You Manage Their IRA Rollovers?

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Helping people maximize their rollovers boosts the bottom line for both clients and advisors who serve them.

It Will Never Be The Same After 2020

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But life could be a lot better in 2021.

Go Ahead And Spend Your Children's Inheritance

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Trying to leave a bequest could put older people in a tight spot.

It Always Pays To Take Sabbaticals And Vacations

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Americans think they can’t afford to take time off, even when their companies are paying for it.

For Housebound Advisors: A Classic On Investor Psychology

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Once I entered this profession, it was obvious investors didn't act rationally.

Bill Bengen Revisits The 4% Rule Using Shiller's CAPE Ratio, Michael Kitces's Research

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Inflation is a key factor regarding safer retirement withdrawal numbers.

2021 Wealth Management Industry Outlook

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Three trends could dominate the industry next year, says Kestra’s CEO.

[1]  57 58 59 60 61 62 63 64   [188]