Expert Views

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The Late '10s Were Better For Incomes Than The '90s

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An overhaul of the economy might not be as necessary as more radical reformers believe, writes Noah Smith.

Sparking The Art-Backed Lending Renaissance

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Wealth managers and family offices are looking for that spark to set them apart from the competition.

Why New York’s In A Depression And Texas Isn’t

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The K-shaped recovery applies to geography too.

Stock Investors Are Younger And More Racially Diverse

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More than half the racial gap in individual stock ownership has disappeared essentially overnight.

A Holistic Approach Can Boost The Fight Against Alzheimer’s

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By taking a holistic approach, the financial industry can drive crucial support for those fighting Alzheimer’s.

How Do You Scale Special?

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Advisors must learn to make their process systematic and also somehow personal.

Milton Friedman Was Wrong. Look At Income Inequality.

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The economist’s doctrine has warped our understanding about the people an economy is supposed to serve.

We Really Shouldn’t Force People Back Into The Office

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Even if a company takes all the right precautions, people will need to be quarantined.

Nobel Laureate And Son’s Solution To Maximizing Retirement Income

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Here are five key contributors to maximizing income in retirement.

Sponsor Insights: Benefits of Investing in Mortgage-Backed Securities

by Diamond Hill Capital Management

Mortgage-backed securities (MBS) offer several benefits when used as part of a fixed income portfolio.

Sponsor Insights: What Millennials Need Most — and Why Financial Professionals Should Listen

by Jerilyn Klein Bier

Saddled with debt and tremendous skepticism from the experience of dealing with two recessions, many young investors have fallen behind in planning their financial futures.

Advisor Sentiment Sags On Uncertain Economic Recovery

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Two recent surveys highlight some key similarities in how independent advisors and investors are interpreting recent events.

A Pandemic Is A Terrible Time To Buy Real Estate

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Home prices are high and so is uncertainty.

A New Definition Of Being Prepared

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Financial planning is being reshaped in the post-pandemic world, writes Envestnet's Tony Leal.

True GRIT: An Excellent Tool For Art, Farmland And Other Unique Assets

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A grantor retained income trust, or GRIT, is an often overlooked but useful planning technique for certain assets.

Optimism Triumphant: A Book Of The Year, And A Great Gift For Clients

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We live in a world that is becoming freer, cleaner, better educated, healthier, longer-lived, and more peaceful.

Social Security Going Broke? Here’s The Smart Client Conversation

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You can have a real, planning-based conversation about how to plan for the worst-case scenario.

The Big-City Exodus Isn't Very Big (Yet)

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Yes, the pandemic has caused some to flee New York and other cities. Whether the trend builds depends on the recovery.

Why Now Is The Optimal Time To Gift To Loved Ones

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Today is the best gifting opportunity for loved ones in 50 years.

Backtesting—A Best Practice To Improving A Private Equity Fund’s Valuation Process

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Today’s market pressures require investment funds to reassess their valuation process often.

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