Expert Views

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

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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

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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

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

Five Reasons To Worry About Faster U.S. Inflation

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People and markets could be in for a surprise.

Ways To Position For The New Infrastructure

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

Dueling Approaches To Roth Conversions After The SECURE Act

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

Why A SLAT Can Be A Good Tax Planning Tool

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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

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

Books Of The Year 2020

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

Making Sense Of Sky-High Stock Prices

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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

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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

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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

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

What Janet Yellen Doesn’t Know

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A premature concern about U.S. debt levels could hurt the economy.

Three Practical Ways To Ask Friends For Business

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These strategies are soft ways to bring up business without creating tension.

In 2020, Extra Reasons To Be Grateful For Thanksgiving Dinner

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The Covid-19 pandemic has, if anything, strengthened the world’s food systems.

The Winter Wave And The 2021 Rebound

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For long-term investors, it is important to be appropriately positioned to take advantage of this recovery.

Ways To Position For The New Infrastructure

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The market’s emerging rotation to cyclicals and value stocks is reflecting increasing confidence in industrials.

Remdesivir’s Failure Is A Warning For Covid-19 Vaccines

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The FDA will need to evaluate shots more carefully than it did with that pricey Covid-19 treatment.

How 2020 Changed Retirement Planning

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Over the last year, there have been multiple law changes that have impacted retirement plans and retirement benefits.

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