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Expert Views

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Wealth Taxes Have Always Been A Terrible Idea

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A rash of new proposals by U.S. states reveal the folly of tax-the-rich schemes.

Early 401(k) Withdrawal Penalty Poses An Unfair Burden

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People in dire need of funds shouldn't have to pay a 10% fee to tap their own savings.

Edward Jones: Where Main Street And Amazon Meet

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Edward Jones is among four leaders with the potential to become “the Amazon of financial services.”

The Top Risks For 2023 (And Beyond)

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It's likely the market could suffer from a bunch of risks taken together.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Workforce Rental Housing: The 'Under-The-Radar' Investment

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Workforce housing is one of the more overlooked and underappreciated segments of the multifamily market.

Republican Tax Proposals Aren't As Bonkers As They Sound

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A flat levy on consumption is a good starting point if the goal is to shrink the budget deficit.

How Do You Determine Your Clients' Business Value?

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Help clients understand what makes their business valuable and how to unlock value when they sell.

America's Work Ethic Is Under Assault

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The forces of cultural change that forged the work ethic can also destroy it.

How To Talk About Vacations With Wealthy People

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Travel is a great topic of conversation with high-net-worth individuals.

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