As the US nears its 250th birthday, can this exceptionalism continue, or will valuations, AI and the dollar change the outlook?
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US Stocks Have Led for 16 Years. Is That About to Change? -
What No Follow-up Email Can Fix There is something that happens in the gap between a first sales conversation and the follow-up, and it is worth understanding precisely.
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Why Great Marketing Won't Save Weak Positioning If your marketing feels like it's straining, where would you look first — at the marketing, or at the layer sitting underneath it?
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A Week Offline Made Me a Better Advisor Understanding the patterns we carry, the ways we react to stress and the assumptions shaping how we move through the world.
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250 Years Later, America Still Faces Its Oldest Enemy What the framers understood about human nature that we keep forgetting about ourselves
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Most Families Still Underuse Their 529 Plan So let’s take a deeper dive into some 529 plans and how the recent legislation has improved qualified expenses.
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Real Brand Purpose Shows up When People Need It Most There are moments when the conversation around brand purpose stops being theoretical and becomes deeply, unmistakably real.
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What No Follow-up Email Can Fix There is something that happens in the gap between a first sales conversation and the follow-up, and it is worth understanding precisely.
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A Week Offline Made Me a Better Advisor Understanding the patterns we carry, the ways we react to stress and the assumptions shaping how we move through the world.
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250 Years Later, America Still Faces Its Oldest Enemy What the framers understood about human nature that we keep forgetting about ourselves
-
Most Families Still Underuse Their 529 Plan So let’s take a deeper dive into some 529 plans and how the recent legislation has improved qualified expenses.
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Real Brand Purpose Shows up When People Need It Most There are moments when the conversation around brand purpose stops being theoretical and becomes deeply, unmistakably real.
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Referral Script That Can Double Your Sales Experience as a wholesaler and sales rep and reveal a simple, proven formula to get more personal introductions, grow your business, and work fewer hours.
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AI Becomes Profitable When You Stop Treating It Like an Intern More energy correcting the efficiency than it would have taken to just do the work yourself. It’s a productivity drain disguised as a breakthrough.
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What No Follow-up Email Can Fix There is something that happens in the gap between a first sales conversation and the follow-up, and it is worth understanding precisely.
-
A Week Offline Made Me a Better Advisor Understanding the patterns we carry, the ways we react to stress and the assumptions shaping how we move through the world.
-
250 Years Later, America Still Faces Its Oldest Enemy What the framers understood about human nature that we keep forgetting about ourselves
-
Most Families Still Underuse Their 529 Plan So let’s take a deeper dive into some 529 plans and how the recent legislation has improved qualified expenses.
-
Real Brand Purpose Shows up When People Need It Most There are moments when the conversation around brand purpose stops being theoretical and becomes deeply, unmistakably real.
-
Referral Script That Can Double Your Sales Experience as a wholesaler and sales rep and reveal a simple, proven formula to get more personal introductions, grow your business, and work fewer hours.
-
AI Becomes Profitable When You Stop Treating It Like an Intern More energy correcting the efficiency than it would have taken to just do the work yourself. It’s a productivity drain disguised as a breakthrough.
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A Week Offline Made Me a Better Advisor Understanding the patterns we carry, the ways we react to stress and the assumptions shaping how we move through the world.
-
250 Years Later, America Still Faces Its Oldest Enemy What the framers understood about human nature that we keep forgetting about ourselves
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Real Cost of Selling Your Business Has Nothing To Do With Price If you’re considering selling your business whether that’s now or in the next 5–10 years there’s something you need to understand
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Most Valuable Asset in Your Portfolio Isn’t Money It was about something far more uncomfortable: regret. Specifically, the financial regrets people reach in their sixties.
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The Boiling Frog Myth Is False. The Lesson for Advisors Is Absolutely True. Where in your life or business are small, almost invisible changes quietly moving you farther from where you want to be?
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Why Some Businesses Sell Fast—While Others Never Find a Buyer Many business owners assume that if a company is profitable, it should sell relatively quickly. Profitability alone does not guarantee marketability
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The Best Advisors Don't Share the News—They Shape the Narrative One of the most important lessons in behavioral finance is that perceptions often drive behavior more than reality.
Six-Figure Marketing Campaign Built on Just Three Simple Elements
Seeking some inspiration? Here's a successful marketing campaign example for a small business that relied on three simple elements.
By Monika Jansen
Most Change Initiatives Fail Before Anyone Changes Behavior
The common assumption is that behavior is the practical entry point, one that is visible, measurable, and easy to mandate.
By Annette Franz
AI Isn’t Thinking. Your Brain Just Thinks It Is
Let me share a truth: no matter how smooth it sounds, AI isn’t thinking. It’s pattern-matching. That is a strong illusion.
By Guest Contributor
Top Articles
AI Is Giving Dangerous Life Insurance Advice. Who Pays When It's Wrong?
AI should either provide financial advice that conforms with economics or stop giving advice. Otherwise, AI companies can look to be sued.
By Laurence Kotlikoff
Markets Are Priced for AI Perfection. Investors Should Pay Attention
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes.
By Alliance Bernstein
Most Valuable Asset in Your Portfolio Isn’t Money
It was about something far more uncomfortable: regret. Specifically, the financial regrets people reach in their sixties.
Five Stocks To Watch After Earnings: Still Buys or Time To Be Cautious?
How are our 2026 stock picks performing? Explore 5 shares to watch, including Nvidia and M&S, and what’s driving gains and risks.
Do Clients Know How Many Ways They Can Give to Charity?
If sharing this knowledge in a simple, straightforward way, you might get invited to their next board meeting to repeat your story!
The Boiling Frog Myth Is False. The Lesson for Advisors Is Absolutely True.
Where in your life or business are small, almost invisible changes quietly moving you farther from where you want to be?
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- US Stocks Have Led for 16 Years. Is That About to Change? Guest Contributor
- Five Stocks To Watch After Earnings: Still Buys or Time To Be Cautious? Guest Contributor
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- Six-Figure Marketing Campaign Built on Just Three Simple Elements Monika Jansen
- Most Change Initiatives Fail Before Anyone Changes Behavior Annette Franz
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- What No Follow-up Email Can Fix Ari Galper
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- AI Isn’t Thinking. Your Brain Just Thinks It Is Guest Contributor
- AI Becomes Profitable When You Stop Treating It Like an Intern Stewart Bell
- AI Is Giving Dangerous Life Insurance Advice. Who Pays When It's Wrong? Laurence Kotlikoff
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Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
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Alternatives, private markets, cryptocurrency, and portfolio diversifier coverage.
- India Just Gave Silver a Major Boost That Most Investors Missed Golden Meadow
- A War Couldn’t Lift Gold. Can Peace Save It? Golden Meadow
- Gold Bears Are Winning for Now. Should Investors Care? Frank Holmes
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Point-of-view essays, columns, and contributor perspective for advisor conversations.
- A Week Offline Made Me a Better Advisor Guest Contributor
- 250 Years Later, America Still Faces Its Oldest Enemy Dr. Charles Glassman
- Real Cost of Selling Your Business Has Nothing To Do With Price Brett Davidson
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