Expert Views

[1]  57 58 59 60 61 62 63 64   [186]

A Letter From 9 Million U.S. Expats To Janet Yellen

by

The next Treasury secretary could make the lives of millions of Americans easier at no cost at all.

Facebook Has Only Itself To Blame For Drastic Remedy

by

Mark Zuckerberg and the company have proved again and again that they don’t take government mandates seriously.

401(k) Plans No Longer Make Much Sense For Savers

by

The inherent extra return participants enjoyed for many years has almost disappeared.

Why Every Business Needs An Exit Plan

by ,

Careful exit planning can help you increase the resiliency and sustainability of your business.

When Friends Become Clients—Managing The Relationship

by

Six rules to follow when a friend becomes a client.

The Unintended Consequences Of Regulation BI

by

The introduction of Reg BI by the SEC has major implications for registered RIAs and BDs.

Rick Santelli And The Dangers Of Flouting Covid-19 Facts

by

The science of the pandemic is not a point on which people can just agree to disagree.

Post Pandemic, Digital Becomes More Human In Advisor-Client Relationships

by

Going forward, the need to be in person will likely never return to pre-pandemic levels, writes Envestnet's Dani Fava.

More Clients Face Dual State Residency Tax Issues During Covid-19

by

Due to Covid-19, many individuals have decided to move out of more populated areas to take up residence in other states.

Women Take The Lead In Vaccine Development

by

The rapid scientific progress against Covid shows the benefits to society of expanding opportunity.

Five Reasons To Worry About Faster U.S. Inflation

by

People and markets could be in for a surprise.

Ways To Position For The New Infrastructure

by

After years of congressional gridlock, the state of decay has become critical.

Dueling Approaches To Roth Conversions After The SECURE Act

by

Traditional Roth conversion strategies need to be challenged in light of the SECURE Act.

Why A SLAT Can Be A Good Tax Planning Tool

by ,

A qualified estate planning attorney should be consulted to implement a wealth planning strategy that includes SLATs.

Five Reasons To Call Clients Between Christmas And New Year's

by

These are five suggested conversations, but you can think of plenty more reasons to call.

Books Of The Year 2020

by

In economics, history, sports, music and art: a true banner year.

Making Sense Of Sky-High Stock Prices

by , ,

Many have been puzzled that the world’s stock markets haven’t collapsed in the face of the Covid-19 pandemic.

If You Left The Market, Don’t Wait To Get Back In

by

The temptation is to wait stubbornly for the market to revisit its lows, a day that may never come.

The Many Forms Of Fear-Based Decisions

by

The market may be doing all right for 2020 but we shouldn’t assume clients are doing as well.

Bitcoin Is Winning The Covid-19 Monetary Revolution

by

The virtual currency is scarce, sovereign and a great place for the rich to store their wealth.

[1]  57 58 59 60 61 62 63 64   [186]