Expert Views

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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.

Gold Is A Hedge Against Bad Government Decisions

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Most investors think the precious metal protects against faster inflation or a plunge in stocks. Not so.

Big Tech Backlash Means Get Ready for Less Free Stuff

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Tech giants may be less inclined to offer the freebies we’ve come to expect now that they are in regulators’ sights.

Diversifying The Talent Pipeline

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Diversification efforts increase the number of Black and Hispanic CFP professionals.

The Cost Of Leaving The U.S.

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Giving up U.S. citizenship can be complicated and costly for those with any significant amount of wealth.

Post-Election Impact On Trust And Estate Planning

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The tools that estate planners recommended before the election remain viable today and beyond.

Driving Economic Growth By Democratizing Renewable Energy Investing

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By expanding access to proven investment models in renewable energy, we can take advantage of a valuable opportunity.

Can Marijuana Help Biden Heal A Divided Nation?

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Cannabis may help keep hopes for bipartisan unity from going up in smoke.

Why Vaccine’s Impact Should Hit In 2021's Second Quarter

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Projecting timetables for widespread distribution of Covid-19 vaccines is rife with uncertainty.

Eight Useful Expressions For Clients And Prospects

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You are looking out for your clients’ best interests. These expressions might help make that point.

Can Revamping Your Fee Structure Increase Your Client Base?

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Revamping your fee structure could be a relatively simple way to broaden your client base.

Legal Considerations Of Living In A Multi-Generational Home

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When clients are considering living in a multigenerational home, there are some issues that need to be discussed.

The 'Netflix' Era Of Financial Advice

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It represents the confluence of human and digital advice.

What Wealthy People Don't Worry About

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Ten ways to help your wealthy clients.

How To Handle Intellectual Property During Life And After Death

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The type of mess surrounding Prince’s estate doesn’t happen just to the rich and famous.

Five Questions To Ask (And Answer) Before You Go Independent

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Going independent isn’t for everyone, so fully understand your personal and professional goals before taking the plunge.

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