Opinion and Viewpoints
Point-of-view essays, columns, and contributor perspective for advisor conversations.
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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.
Guest Contributor -
250 Years Later, America Still Faces Its Oldest Enemy
What the framers understood about human nature that we keep forgetting about ourselves
Dr. Charles Glassman -
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
Brett Davidson -
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.
Chris Skinner -
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?
Bill Cates -
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
Guest Contributor -
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.
Jay Mooreland -
The Most Qualified Executives Never Get Board Invitations
Are you an executive, business owner or professional speaker looking to amp up your career by getting placed on a paid Board?
Jasmine Sandler -
Consumer Sentiment Makes No Sense Right Now
Corporate earnings remain strong. Unemployment is still relatively low. Household finances, by many measures, remain healthy.
Jay Mooreland -
Attention, Not Worry, Is Driving Organizational Short-Termism
Grief or the serious ill-health of ourselves or a loved one , other concerns such as financial matters or household upkeep seem to get downgraded
Paul Taylor -
You Carry a Narcissist Around Every Day
The same 5 tactics you hate in other people? Your brain may be running them on you right now.
Dr. Charles Glassman -
Ultimus 2026 Summit Review – The State of the Asset Management Industry
The 2026 Summit agenda reflected more than a roster of timely topics - it captured a broader strategic reality facing the industry
Bill Hortz
