Expert Views

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Covid Relief Granted To Opportunity Zone Investors

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Notice 2020-39 provides relief that may alleviate investor concerns regarding Opportunity Zones.

Why Isn't California Criticized Like Florida On Covid-19?

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It’s a blue state, of course. But the virus doesn’t discriminate based on party affiliation.

Trump Tax Cases Are A Win For Supreme Court Credibility

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The Roberts court wants to make political rulings apolitically.

The Fight Over A Coronavirus Vaccine Will Get Ugly

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Once Covid-19 shots become available, there will be arguments about who gets them.

Five More One-Liners That Convert Friends Into Clients

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Approaching friends for business is not a complicated process.

Pandemic Is A Great Incubator For Financial Fraud

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Billions of taxpayer dollars are being funneled hastily through banks with looser regulations. What could possibly go wrong?

Sponsor Insights: The COVID-19 Recession: Becoming More Relevant to Customers

by Parnassus Investments

Companies double down on inventiveness, adaptability and resilience

The Wealthy And Privileged Can Revolt, Too

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Competition among the 1% could be a destabilizing force.

Looking For A Work-At-Home Tax Break? Here's The Bad News

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The 2017 tax law did away with deductions for unreimbursed business expenses like Wi-Fi service.

The Future Of Social Security And Medicare

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This book is an essential tool in helping FAs improve their clients’ retirement plans.

A Fresh Look At Buffett’s Business Model

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Berkshire Hathaway’s latest acquisition hints that it may be premature to count Buffett (and Berkshire) out.

The Covid Surge Will Slam Southern States’ Economies

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Leaders in some states failed to take the pandemic seriously. Their economies will experience the consequences.

How Green Energy Investing Can Bridge The Disconnect Between Market Performance And Economic Reality

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In the current crisis, revenues for power-producing facilities have remained stable.

George Floyd And Systemic Change

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The reason this is mostly a white industry is that barriers to entry are created for those different than us.

Good News: Clients Are Saving Money During The Pandemic

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Clients are spending less money because they are stuck at home.

Game Plans For Diversifying The Advisory Profession

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Three people weigh in on how the industry can diversify both itself and the people it serves.

Cybersecurity: What Financial Advisors Need To Consider

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Here are four key actions to help prevent cyber-linked fraud.

Sanduski: A 5-Step Process To Improve Your Digital Marketing

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Five steps that will help you become a virtual marketing leader.

A Horrifying U.S. Covid Curve Has a Simple Explanation

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Declaring victory too soon is an excellent way to return to new heights.

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