Expert Views

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Productivity After The Pandemic

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The U.S. economy is poised to return to its pre-pandemic output level later this year.

Why Do Some Democrats Want To Give The Wealthy A Tax Break?

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Eliminating the cap on state and local tax deductions wouldn't help the middle class.

Bitcoin Becomes A Boon For Charities

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Here are three things to know when looking to maximize this digital asset for client impact.

Acting Before Tax Law Changes Is Probably A Loser's Game

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Changes in federal and state tax laws can impact taxes on a household portfolio.

Should Wall Street Brace For A Tobin Tax?

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A new paper from Nobel laureate George Akerlof--the husband of Treasury Secretary Janet Yellen--provides a powerful clue.

Clothing And Accessories That Say ‘Old Money'

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How to come across as an experienced world traveler when networking with high-net-worth individuals.

Why RIAs Should Harness The Power Of Next-Generation And Female Advisors

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The next two decades are set to see a sweeping shift in American wealth.

A Commonsense Corporate Tax Smarter Than Biden's

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Biden's administration is seeking to add more red tape to a corporate tax regime that already has too much of it.

Are Millennials Finally Ready To Binge On Housing?

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America's largest generation has long struggled to gain a foothold in the housing market.

Sponsor Insights: Pandemic Creates Health Care Opportunities For Investors

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As the disparity in business results among companies expands during periods of dramatic change, so too does the opportunity set for investors.

Goldman Sachs Rode The SPAC Wave In The First Quarter

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The SPAC boom couldn't have come at a better time for Goldman Sachs Group Inc.

We Need Green Energy. We Don't Need Green Jobs.

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There's no reason renewable technologies have to be labor-intensive. That will only drive up costs and turn off consumers.

Don't Treat Others In The Workplace As Equals, Treat Them As Unique Individuals

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It's time we stop seeing each other as a collective with forced equality.

How Financial Advisors Can Best Approach Post-Pandemic Digital Marketing

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Advisors need to realize that digital marketing and communications approaches they embraced during the pandemic are here to stay.

Helping Employers Overcome Stress And Financial Insecurity

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Employers have several innovative in-plan options to help ease workers' financial troubles.

SPACs Get Smacked Down By A More Assertive SEC

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A slowdown in new SPAC issuance would be no bad thing.

ESG Or Not ESG? For The SEC, That Is The Question

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The SEC and institutional investors are concerned that ESG investing will become merely a marketing exercise.

12 Reasons Why Our Money Is In Managed Money

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From my point of view as a client, here's why I like it.

Creating Compelling Advisor Marketing Starts With Storytelling

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Four tips for advisors and their teams to help build campaigns that drive growth.

Five Under-The-Radar Tech Solutions For RIAs To Consider

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Running a successful virtual RIA business is an intentional process that takes time.

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