Expert Views

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The Super Bowl Champs And Best Commercial--A Double Repeat

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Here are this year's winners of the best Super Bowl commercials, according to Mike Byrnes.

3 Steps To Thriving In Changing Markets

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Creating an agile business involves embracing change, using data and developing a high-performance culture.

Financial Professionals Play Critical Role In Clients' Retirement Security

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With people living in retirement longer, the value of working with a financial professional is even greater.

Black Americans Gain No Ground On Income And Wealth

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Employment and life expectancy paint a more encouraging picture, but the racial quality-of-life gap remains immense.

‘Money Dysmorphia' Traps Millennials And Gen Zers

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Mixed signals about the economy have made it tough for some younger adults to know where they stand financially.

Wealth Management Enterprise New Year's Resolutions

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Firms should beware of becoming less resolute on these commitments.

Social Security Benefits For Those Not Born In The U.S.

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Permanent legal residents can qualify for Social Security benefits provided they meet the eligibility guidelines.

Artificial Intelligence Vs. Human Stupidity

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There is much hope--and hype--about what AI could do for productivity and economic growth in the future.

What Does A Good Financial Advisor Bring To The Table?

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It is the advisor's job to tell their clients about the many areas where a good advisor adds value.

Smarter Ways To Gift And Transfer Carried Interest

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Heed the power of derivative contracts, but beware of the vertical slice rule.

Sponsored Content: Homer Smith's Three-Pronged Strategy For Success

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Advisor Homer Smith and his team at Konvergent Wealth Partners made a crucial decision to focus on one affluent niche.

How A Client's New Year's Resolutions Can Lead To Business

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Clients' commitment to New Year's goals could influence their investing strategy.

Guaranteed Income Plans Only Work in Studies--So Far

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Too many experiments in paying struggling households a set stipend are too short.

Best Practices: 2024 Income Tax Planning

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Here are ways to help high-net-worth clients navigate the impact of the IRS' changes to income tax brackets.

11 Social Media Mistakes To Avoid

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Canned content is a fast way to lose an audience.

Acquisitions And Consolidations In Consulting Create Landmines

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One of the most prominent landmines in consulting acquisitions is the clash of organizational cultures.

What You Can Learn From Nobel Laureates

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Buy low-cost (securities), hold for a long time and avoid paying taxes.

The Introverts Have Taken Over The U.S. Economy

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During the pandemic, a lot of Americans had to stay home--and many discovered that they preferred staying in to going out.

Navigating The Ethical Landscape Of AI

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By embracing AI ethically, we can strike a balance between innovation and responsibility.

Hooray, Connecticut Is No Longer The Richest State

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The the Nutmeg State has slipped into second--which may signal a welcome decline in regional inequality.

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