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Expert Views

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A Democratic Capital-Gains Tax That Isn’t Worth It

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Taxing unrealized capital gains would encourage more trading and force asset owners to sell holdings to pay up.

Redistribution Won't End Wealth Inequality

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There’s a lesson from the Old South: Within a generation, the once-rich former slave-owning families were back on top.

Beyond The Buzz: Integrating Technology Makes Holistic Planning A Reality

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In the land of unicorns, innovative companies driven to meet consumer demand take the lead.

Addressing The Skills Gap In The ETF Sector

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The ETF industry needs to attract young talent to help maintain its growth trajectory.

Dumping Capitalism Won't Save The Planet

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Public-private cooperation will do more to limit climate change than eco-socialism.

Fed Inflation Targeting Causes Income Inequality, Says Money Manager

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Inflation targeting is pernicious because it restrains growth in nominal wages, says InfraCap’s Jay Hatfield.

What The Wealthy Want To Know About Managing Their Money And Legacies

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This intriguing compilation by advisors, authors, lawyers and others provides valuable insights into HNW clients’ needs.

How Sustainable And Impact Investing Can Increase Investor Resilience And Decrease The Performance Gap

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Jina Penn-Tracy, co-founder of Centered Wealth, discusses her new research on socially responsible investing.

How Clients Benefit From Discussing Charitable Planning With Their Advisors

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Some of the challenges clients face with charitable planning and how advisors can help them.

Transfer Strategies After The Tax Cuts And Jobs Act

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Five key issues and potential strategies that may help reduce your clients’ tax burden.

The Fed Might Still Blunder Into A Recession

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Despite its caution, the Fed might not be positioned to act ahead of a recession.

Our Blind Spot With Female Investors: Seeing Individual Needs, Not Just Gender Traits

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There’s an opportunity to capture investable assets by empowering women and helping them take control of their worth.

Beware The Buyer's Strike In Corporate Bonds

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Amid a glut of corporate credit, issuers should be wary of demand pressures.

Wall Street Puts The Squeeze On The Housing Market

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Wall Street firms like REITs and hedge funds have been buying up single-family real estate.

April’s Bullish History

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Seasonality could be on the bull’s side, especially after U.S. stocks’ best first quarter in 20 years.

Let’s Not Stress About The Next U.S. Recession

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It’s probably not imminent, and won’t be severe.

Sponsor Insights: Why a business plan is vital

by Ameriprise

What can advisors do to fuel practice growth in 2019? See what a proven process should involve.

Sponsor Insights: Six Sources of Alpha in Emerging Markets

by David Dali

Learn new strategies to create long-term alpha in your emerging markets allocations.

The 4 Words That Describe the ‘Real Value' Financial Advisors Deliver

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The real value that financial advisors deliver has morphed over time.

How Advisors Benefit From Having Charitable Conversation With Clients

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Understanding clients’ charitable plans will enable advisors to provide clients with the most appropriate financial plan.

[1]  97 98 99 100 101 102 103 104   [187]