Expert Views

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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.

Worried About A Disputed Election? Steel Yourself

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The same 1887 law that provides guidance is also regrettably ambiguous.

Sponsor Insights: Planning For Baby Boomers and Gen Xers Requires 3D Vision

by Jerilyn Klein Bier

Financial Professionals must look forward and backward to understand their needs and goals.

Our Weird Pandemic Spending Ways Could Change Soon

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A vaccine or treatment may shift consumer spending so dramatically it upends markets.

U.S. Expats Can't Renounce Their Citizenship Fast Enough

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The nightmare of American tax and financial reporting is driving people away.

Seeking Better Outcomes By Optimizing Social Security

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Social Security should be a significant part of every long-term financial plan.

The Rise Of Work-From-Home Towns

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Even before the pandemic there were places where not commuting was a pretty normal thing to do.

A Rebuttal To The IRS On PPP Loan Repayment

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Small business owners shouldn't simply cave in to questionable IRS declarations.

The Once-In-A-Century Impact Of Covid-19 Deaths

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The rise in mortality rates in the U.S. this year will likely be the worst since the 1918 influenza pandemic.

Here's How We Beat The Virus And Save the Economy This Fall

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America now has all the tools it needs, but does it have the will to use them?

The U.S. Needs An SEC For Its Health Care System

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A new truth agency could lower costs and improve value in American medicine.

The Future Of Financial Advice In Post-Pandemic America

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Advisors will need to adapt as client expectations evolve, writes Envestnet's John Harris.

Don’t Let Clients Social Distance Their Financial Futures

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It’s more important than ever to find ways to connect with clients who are planning for their financial futures.

Two Situations To Bring Up Business With Friends

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Many good advisors hesitate approaching friends for business. Here’s a case for making the effort.

4 Tips To Help Clients Keep Their Retirement On Track Through Uncertainty

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Being able to retire as planned is one of investors’ top concerns during the pandemic.

The Stealth Sunbelt Virus Turnaround Will Boost The Economy

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As American consumers and businesses adjust to the virus, stimulus becomes less relevant.

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