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Expert Views

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Vaccine Confronts Humanity With Next Moral Test

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Several “how to” questions are in play regarding the development and distribution of a Covid-19 vaccine.

How Navy SEALs Hold The Key To Advisors Unlocking An Effective Team-Based Approach

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Five core behaviors that advisors can apply to their practices in order to help build lasting relationships with clients.

Inside The High-Stakes Race For A Retirement ‘Easy Button’

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Reasons why your clients are looking for an “easy button” experience for maximizing retirement income.

Tax Planning In Uncertain Times

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A flexible plan to grow and reallocate savings over the long term minimizes taxes and other transaction costs.

Recessions Usually Are Worse For Men. Not This Time.

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Industries with more women, such as retail, travel and dining, have had bigger job losses.

Solicit A Friend For Charity Or Ask For Business—It's Almost The Same Thing

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There are similarities between charity fundraising and asking a friend to become a client.

Want To Grow Your Financial Planning Practice? Write A Book


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One expert’s advice on how financial advisors can write a book and use it to their professional advantage.

U.S. Needs A Bold Jobs Program, Not A Patchwork Bailout

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Unemployed Americans don’t just require cash, they require work, and there’s plenty for them to do.

U.S. Election Models Have The Same Flaws As In 2016

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Trump’s odds of winning are higher than the 7% chance implied by some polls.

I Was Wrong About Florida’s Response To Covid-19

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Reversing course, Joe Nocera argues that states like Florida, California and Texas reopened too quickly.

Five Steps To Create A Transitional Retirement Option For Workers

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Post-pandemic, companies need to create concrete transition plans for aging employees.

When New York City Got Covid-19

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New York's outbreak may have been peaking just as its public officials were encouraging business as usual.

The Fed May Not Recognize Inflation Until It's Too Late

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The Fed is likely to miss a sudden rise in inflation when it happens.

How To Drip On Friends Without Getting Too Annoying

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Dripping can be easy. Here are a few ways to work it into your social routine.

Don’t Get Depressed Over Those Covid Antibody Studies

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Pendulum swinging is all part of a common pattern in health reporting, says Faye Flam.

Five Midyear Questions For Disappointed Investors

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These questions can help your clients get back on the right track.

The Pandemic May Very Well Last Another Year Or More

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Most health care industry leaders don’t expect effective vaccines or treatments any sooner.

Robinhood Is Democratizing Markets, Not Disrupting Them

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The investment platform’s users are gaining valuable experience without destabilizing stocks.

Red Flags For Advisors In The New Age Of Consolidation

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Advisors should be aware of these key home office red flags.

Why Advisors Can Expect Uptick In Exams And Enforcement Actions

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It has become almost axiomatic that financial crises breed government financial investigations.

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