Expert Views

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What The Election, Pandemic May Mean For Municipal Bond Investors

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Many types of municipals may continue to outperform Treasurys no matter the outcome.

When Does Prospecting Work Best?

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Prospecting should be a daily activity. Here are ways to optimize your efforts.

Lockdowns Are A Step Too Far In Combating Covid-19

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Health officials are coming around to the conclusion they do more harm than good except in limited circumstances.

JPMorgan Didn’t Signal A Turning Point For The Economy

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The bank reported surprisingly low loan-loss provisions, but its executives warned that the outlook remains uncertain.

When Estate Planning Doesn’t Work (And What To Do About It)

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The goal is to create a customized, holistic and effective plan for the client.

Why Trading Around An Election Is A Dumb Idea

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Markets don’t behave differently around elections than during other times.

401(k) Fees Are Eating Clients' Retirement Savings

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Reform could put billions into the pockets of American savers.

What To Do With The Client From Hell

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Learn the best ways to deal with difficult clients.

Who Infected The President?

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Genomic epidemiology can find the source of the Covid-19 outbreak at the White House. Curiously, no search is underway.

When Broker-Dealers Become Super-OSJs

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Here are the top concerns for advisors and firm leaders.

Advisors Who Hate Annuities Haven’t Seen Their New Structures

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Annuities are now priced, designed and tech-enabled to meet specific needs as part of a household portfolio solution.

Make Your Communication Strategy A Loyalty And New Client Driver

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A 3-step plan to overhaul your communication process to generate more client referrals.

Will Gundlach And Others Really Flee High-Tax States?

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A lot of people dream of leaving New York and California and saving a ton. But it takes more to get them to actually do it.

What Women Need To Know About Divorcing During A Pandemic

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Women should tread carefully at this time, writes Kimberly Seals Allers.

Sponsor Insights: Accelerate your virtual practice

by Ameriprise

Learn three ways integrated technology can help deepen relationships and build your practice.

What To Tell Clients Seeking A College Refund For Covid Chaos?

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There are options but getting refunds amid the current upheaval in higher learning is hard.

Inside A California Covid Revolt

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Residents of Shasta County have taken resistance to Covid-19 restrictions to another level: “full-on anarchy.”

The Future For Renewable Energy Investors Under Biden Versus Trump

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Regardless of the 2020 presidential election results, renewable energy’s importance will only continue to grow.

Why People Have Had Enough Of Lockdowns

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Covid-19 rules are becoming too costly to follow for some and too easy to ignore for others.

Mortgage Refinancing Boom Is Too Automated

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It's fueled by a relatively new innovation from Fannie Mae and Freddie Mac called the automated appraisal waiver.

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