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Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.
Macroeconomic & Geopolitical
What Is SWIFT and Why Does It Matter?
This piece is approved to use with clients.
What is SWIFT, why is cutting off Russia from the system considered the financial “nuclear option,” and what are the potential outcomes of this action
Client Relationships
[CE Credit] Integrating Community to Grow Your Practice
Several tangible ideas you can implement to enhance your brand, connect with prospective clients, and deepen relationships with current clients through authentic community integration.
Macroeconomic & Geopolitical
About Last Night
The year after a presidential election year can feel sleepy when it comes to electoral politics.
Macroeconomic & Geopolitical
Why Is Everyone in Washington Talking About Jerome Powell?
This piece is approved to use with clients.
Is the chorus loud enough yet for President Biden to dump Powell in favor of another nominee? Let’s take a look.