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Expert Views

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Retirement On The Eve Of Destruction

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Forget “disruption”, three big forces are moving faster than companies

Proving Residency In A Low-Tax State To State Auditors

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This is how clients can beat skeptical state taxmen.

That Blockbuster Alzheimer's Drug? It's Not A Cure

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Lecanemab is clearly a scientific breakthrough, but it's hard to quantify how meaningful it might be for any given patient.

Financial Psychology More Important Than Ever In Retirement Planning

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Financial psychology plays an increasingly important role in engaging and motivating clients to reach their goals.

Myths And Realities About Investing

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Here are some myths and realities about investing that clients should understand.

How To Help Clients Make Their Philanthropy Count

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These are some of the gift-giving strategies that nonprofits promote in their holiday appeals.

How Advisors Can Help Clients Beat Inflation By Paying Less Tax

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Clients with substantial funds in IRAs and 401(k)s can in some cases save millions with proper planning.

Twitter Isn't Helping Your Career

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Social networks connect us to our loved ones around the globe - but does anyone really want or need social media?

It's Now Clear That QE Was A Colossal Policy Mistake

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There is little to show in terms of the economic benefits of QE, but there are plenty of costs.

Why Is It So Hard To Build In America? Blame Red Tape

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A primary impediment is the National Environmental Policy Act, which requires federally funded projects to undergo a laborious environmental review.

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