Expert Views

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High Tax States Are A Sign Of Inefficiency

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It’s the government equivalent of a private sector firm raising prices when its products are already overpriced.

Would You Buy Real Estate Based On Market Cap?

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Location and property type are the most important factors when looking at real estate ETFs.

Implementing A Strategic Approach To Income Investing

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Income strategies that worked in the past may not work in the future.

Planning For Diminished Capacity

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A collaborative team approach can be a powerful support system for clients experiencing cognitive decline.

Warren's College-Loan Subsidy Helps The Well-Off

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The Democratic presidential candidate's proposal would cost $1.25 trillion over 10 years.

Better Inflation Targets Will Help In Recessions

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The Fed might not have enough tools to combat the next recession - so it is revisiting its policy framework.

On Earth Day: The Morality Of Fossil Fuels

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Fossil fuels are not only efficient, but transcendentally moral.

Selecting A TAMP Is A Fiduciary Decision

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Hiring a TAMP is a fiduciary decision that should be approached with all the diligence of any other investment decision.

Fee Transparency Core To RIAs Delivering Better Outcomes With 401(k) Plans

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Advisors who manage qualified retirement savings plans should embrace fee transparency and open architecture.

No One Knows If Corporate Tax Cuts Helped Wages

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Not enough time has passed for us to know the true effects of the Tax Cuts and Jobs Act on pay.

Elizabeth Warren's Corporate Tax Plan Sounds Reasonable. It Isn't.

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Yes, some profitable companies don’t owe much to the government. But there are good reasons to keep it that way.

What’s A Trustee…And Do I Want To Be One?

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Your clients should discuss the benefits and pitfalls with professional counsel before being named as trustee.

Five Tips For Using Surveys To Engage With Clients

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Surveys allow you to engage openly with clients and help to demonstrate your commitment to improving your service to them.

Stop Rising Inequality In The Next Recession

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Monetary policy as set by the Federal Reserve could play a role in mitigating financial inequality.

Sponsor Insights: Don’t Fear the (Market) Reaper

by Hartford Funds

Help clients see that running from volatility might not only be a mistake - it might be a missed opportunity.

Women Shall Inherit The Power Of The Purse

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Studies show women may be better investors than men.

‘Starving Children’ And ‘Bad Role Model’ Tactics Linger In Retirement Planning

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The financial services industry has a tendency to use fear and guilt to drive retirement planning behavior.

Demographic Decline Is The Real Threat To The U.S.

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Trump says the country can’t admit more people, but immigration is the answer to heartland depopulation.

Employers Can Buy Retirement Security For $2.64 An Hour

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Many Americans can’t afford to save for their future and will be doomed to poverty.

Gross’s Successor Rolls With $600 Million Punch

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Bill Gross's successor at Janus Henderson has had to weather the loss of his predecessor's personal assets.

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