Expert Views

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Fallen Angels Are Coming And The Fed Can’t Save Them

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A downgrade to junk status means affected firms won’t qualify for the Fed’s credit support plan.

Don’t Let Coronavirus Make Your Client’s Financial Plan Sick

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It’s important to not let the coronavirus infect financial plans.

Speaking In A Storm

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Great communicators can be great leaders in a crisis.

Clairvoyance And Force Majeure: Addressing These Events In Contracts

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It’s important to include an express force majeure provision in your contracts.

The U.S. Can Still Curtail Coronavirus, But Only With Better Testing

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We can’t make better data-based decisions until we have better data.

Use Of Roth IRAs And Survivorship Insurance After The SECURE Act

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From a pre- and post-death income tax planning perspective, the SECURE Act is all about tax brackets.

How To Spark Joy In The Lives Of Your Beneficiaries

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The goal is to make sure family members will be satisfied—giving the donor as much joy as the beneficiaries.

How To Think About The Coronavirus Pandemic: The Big Picture

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With everything that is happening in the world, now is a good time think about where we are and where we might be going.

Women’s Wealth, Advisor Health: Bridging A Critical Financial Services Gap

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Even though data shows that women’s wealth is growing, their financial services needs are chronically unmet.

Planning Ahead For Illness And Disability

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Events like Covid-19 reinforce the need to prepare for the unforeseen.

Congress Is Wrong About Trump's Payroll Tax Cut

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The pandemic will cause huge economic shocks, and a huge stimulus is needed to address them.

Markets Need To See The Government Panic

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Investors are signaling they want politicians to do whatever it takes to stem the coronavirus.

The Market Is Tanking, Time For Advisors To Communicate With Clients And Media

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Now is the time for advisors to be communicating more than ever with their clients.

The Fed Will Need Help Battling Coronavirus

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The financial-crisis playbook isn’t well suited to the problems posed by the pandemic.

Change Of Seasons—Bonds Are Back!

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Investors are voting with their cash, aggressively selling stocks and buying high-quality U.S. bonds.

Turn Market Lemons Into Business-Growth Lemonade

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These ideas can help turn challenging times into an opportunity to grow your business.

How Does A Wealth Manager Invest Clients' Time?

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The firm that uses the client’s time most intelligently will create a powerful and sustainable advantage.

Do Your Clients Need Financial Triage?

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Financial triage is for people whose fears are so heightened that they’re getting in the way of their own well-being.

Every S&P 500 Stock Is Losing To 30-Year Treasuries

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Almost no investment has produced better risk-adjusted returns lately than long government bonds.

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