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Expert Views

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'Buy America' Was A Bad Idea Last Century. It's A Worse One Now.

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Recycling these old rules in the new infrastructure plan won't create more jobs or make the U.S. more competitive.

The Racial Wealth Gap In 2064

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A new paper by two CFPs and a Yale student highlights the stubborn persistence of racial wealth disparities.

What Biden Is Really Picking With A Fed Boss

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The institution usually matters as much as the individual leader

How To Incorporate Philanthropy Into Your Practice

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Two advisors weigh in on the benefits of including philanthropy as part of a multi-faceted wealth management protocol.

Big Firm Challenges In Building A UMH

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A unified managed household is an exciting opportunity for investors, advisors and firms.

Using Dividends For Retirement Income And Capital Preservation

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Clients who use dividends to fund a retirement should understand the risks.

Wall Street Is Underestimating The Economic Recovery

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The U.S. should be able to sustain stronger rates of growth for years to come thanks to pandemic-related changes.

When Will Stocks Drop? Watch Profit Margins (and Get Nervous)

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The evidence is mounting that companies are having a harder time passing off cost increases to their customers.

Ten Ways To Teach Clients To Increase Their Savings

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Helping clients save money will strengthen your relationship with them.

Michael Jackson's Estate And The Challenge Of Valuing Intangible Assets

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The estate recently won a major victory against the Internal Revenue Service.

SEC Rules For Workplace Data Would Be Good For Investors

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U.S. regulators are considering better standards for disclosures about workers. America can't afford to wait.

Vaccine-Mandated Retirements Are Here

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Vaccine mandates are the latest factor causing people to consider immediate retirement.

Americans Are Sleeping More, If Not Necessarily Better

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Average snooze time is up, but so is the percentage of Americans catching less than seven hours of shut-eye.

Preparing High Earners For Capital Gains Tax Hikes

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What would tax planning look like in a higher-rate environment?

Gray Divorce: What Financial Planners Should Know

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Planning for retirement is one thing. Planning for retirement after a mid-life divorce is quite another.

Workers Are Gaining At The Expense Of Shareholders

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The reason why the aftermath of pandemics push up real wages is because of the shortage of labor.

This Wedding Boom Could Lead To A Bad Hangover

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History indicates that marriages are stronger when consummated during troubled rather than boom times.

Potential Impacts On Financial Services Providers Of New Biden Executive Order

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The president will not be able to implement everything on his vast wish list.

Resurrect Forgotten Technology--The Value Of Handwritten Notes

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Eleven reasons to pick up a pen and start writing personal notes.

Why Delta Threatens To Undermine The Economic Recovery

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Spoiler: It's not more lockdowns.

[1]  49 50 51 52 53 54 55 56   [187]