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Expert Views

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49ers Or Chiefs? Your Stock Holdings Might Have A Rooting Interest

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History shows the S&P 500 Index tends to do better in years when the NFC team wins the Super Bowl.

Retirement: Are We There Yet?

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As clients approach retirement, they may have fears and concerns about making the transition.

Planning Conundrum: Use Past Returns Or Future Estimates?

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Financial planning is about preparation, not prognostication.

Inequality And Economic Growth

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Economic policymakers can no longer afford to view inequality as an issue separate from boosting employment and incomes.

2020: The Year To Resist Negativity

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Understanding your behavioral style can help you deliver your best year ever.

The Coronavirus Won’t Wreck The Commodities Market

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In the grip of an epidemic, it can feel like the sky is falling.

Socially Conscious ETFs Have Some Baffling Holes

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Some funds catering to environmentally or socially conscious investors may surprise you by what they leave out.

Age Discrimination Is Bad For The Bottom Line

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Of all types of employment discrimination, hiring younger workers instead of older ones earns the least condemnation.

Preparing For Reg BI To Maximize The Long-Term Benefit

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The administrative requirements and technology resources needed to address Reg BI are compelling.

When Advisors Don’t Understand Clients' Behaviors

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Understanding behaviors is a real key to success.

Restoring Fiscal Order In The United States

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The current federal budget is off track and needs to be reformed.

The Ins And Outs Of Outsourcing Your Investment Management

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Can outsourcing provide benefits to your firm?

Wall Street’s Bond Transparency Letters Are Revealing

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Asset management behemoths worried that Fira's proposal to delay reporting in corporate bond trades would harm smaller investors.

The Rent Crisis Won’t Go Away Without More Housing

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In order to combat ever-rising rents, cities have to approve new housing, writes Noah Smith.

The Strength Of Consumers Is Overstated

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The U.S. consumer should not be relied upon to keep the global economy afloat.

Please Get Off The Davenport

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When I realized I had become my grandmother, I got help to improve communication in our advisory firm.

If Students Are Borrowing Less, Why Do They Owe More?

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Debt appears to mainly be a burden to those who went to school when college prices rose sharply relative to inflation.

The Future Is Horizontal: How Can Wealth Management Firms Compete On Enhanced Experience And Efficiency

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Learn about these opportunities for moving from a vertical to a horizontal organization.

Rapid Rise In Stock Market Raises Estate Planning Concerns

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How the rise in the stock market affects estate planning for married couples.

Making Babies To Grow Economies Won't Work

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Pro-fertility policies aimed at maintaining global population—and economic—growth aren’t having the desired effect.

[1]  81 82 83 84 85 86 87 88   [188]