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Navigating the Regulatory Landscape for Investment Advisers
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Peak Globalization or Peak “Chinaization”?
How might the global trade and supply chains be reimagined when we emerge from the pandemic-induced crisis? Here's an analysis.
Market & Economic PerspectivesHow to Talk to Your Clients About Student Loan Debt
Managing student loan debt is a major concern for many clients. Fortunately, there are effective programs that provide relief for borrowers.
Wealth Planning & InvestingEstate Planning with Intentionally Defective Grantor Trusts
Learn the ins and outs of intentionally defective grantor trusts, along with the advantages they offer for clients and their beneficiaries.
Wealth Planning & InvestingHow to Deal with the End of the Stretch IRA
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.
Wealth Planning & InvestingThe Third Wave of COVID-19: Have the Facts Changed?
As we enter the third wave of the coronavirus, the facts have changed. So what does this mean for investors?
Market & Economic PerspectivesKnowing When to Worry About the Deficit and the Debt
The deficit and debt are not an immediate problem, but beware these warning signs that the tide is shifting.
Market & Economic PerspectivesWhy It’s Time to Take a Look at Gender Lens Investing
Could taking a closer look at gender lens investing reveal that investing in women is simply smart economics?
Wealth Planning & InvestingDoes Politics Affect the Economy?
Does politics affect the economy? Commonwealth CIO Brad McMillan casts his vote.
Market & Economic PerspectivesDoes Your Personal Brand Convey What You Think It Does?
Do you come across as you think you do? Setting up and reviewing your personal brand could lead to more accurate first impressions—and better interactions.
Marketing & Practice ManagementWill the Election Sink the Markets?
Many investors are worried about how the election may affect the markets, but should they be?
Market & Economic PerspectivesPlanning for Special Needs Trusts: 3 Key Questions
Special needs trusts have numerous advantages that can help provide economic security for beneficiaries. Learn how to navigate the planning challenges.
Wealth Planning & InvestingIs the Market Too Complacent?
Is the market too complacent? We take a closer look at volatility and stock valuations to find out.
Market & Economic Perspectives