Expert Views

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With Stretch IRAs Dead, HSAs Can Be A Wealth Transfer Vehicle

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Individuals can take advantage of a little-known provision in HSA legislation.

Sponsor Insights: 5 Key Findings For Attracting Next Gen Talent

by TD Ameritrade Institutional

According to our 2019 FA Insight study, the median age of advisors has dropped from 52 to 49.

Put A Stop To Economic Growth? Huge Mistake

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Absent a green new deal, growth is already decoupling from resource depletion and pollution on its own.

Thinking About Expunging A Customer Complaint? It May Soon Cost Exponentially More

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Finra has submitted proposed rule amendments to the SEC seeking to increase the minimum fees for expungement claims.

Here’s One Tax Every Candidate Ought To Back

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Three Democrats have proposed a financial transaction tax to fund health care, education and infrastructure.

California Capitalism

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California is developing its own distinctive political economy.

Does The Middle Class Really Need Tax Relief?

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It is hard to make the argument that people in this stratum are overtaxed, says Jared Dillian.

Examining Ed Slott’s Proposed Stretch IRA Alternative

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Ed Slott’s recent articles on the SECURE Act are well-intended.

Protecting Financial Futures: Preparing For The New Year And New Decade Ahead

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Protection should be a centerpiece as you develop your clients’ holistic financial plans.

Are Americans Really As Happy As Pollsters Say?

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Americans really reaching a zenith of optimism and contentment.

Why So Many Tech Startups Misbehave

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Some tech businesses are responding to market signals the wrong way, writes Barry Ritholtz.

The Coronavirus Will Not Cripple China’s Economy

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Once the coronavirus storm passes, the economy will bounce back and return to its previous course.

QE Will Be Fed’s Main Tool To Fight The Next Recession

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QE works, but it’s not a slam-dunk recession stopper.

The Fed Faces A Housing Conundrum

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Artificially repressed interest rates have perverted what was once a market driven by supply and demand.

Why Self-Awareness Is A Gift

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Self-awareness is the foundation of emotional intelligence.

The Credit-Ratings Business May Never Get Fixed

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A bipartisan proposal to reform the credit rating system isn't likely to go anywhere.

The Economic Expansion Just Keeps Going

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If we accept that Donald Trump's policies have had little impact on economic growth, why have the U.S. and global expansions continued?

Position your practice for growth

by Ameriprise

Have you considered adding staff as a way to expand your practice? Here are some key benefits.

Sponsor Insights: Corporate Governance in China

by Matthews Asia

Explore the significant strides forward China has made in corporate governance issues and why active security selection remains key.

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