Expert Views

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Bidenomics Is A Populist Gridlock Buster. Uh-Oh.

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Economic nationalism has bipartisan appeal. It’s also a threat to recovery and prosperity.

Health Safety Rules For Returning To Work

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Health testing and safety protocols need to be established to open offices safely.

Social Security’s Funding Crisis Has Arrived

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Net inflows were forecast to turn negative next year even without the pandemic, and the U.S. Treasury may have to step in.

Biden's Tax Plan Will Hold Back The Economy

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It would discourage savings, investment, business formation, and wouldn’t do much to reduce income and wealth inequality.

The Covid-19 Retirement Reset Stresses The Need For Income Planning

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Protected lifetime income protects your clients from numerous retirement risks.

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.

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