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Energy

Shell Pumps Out Banner Profits Despite Iran War’s Seismic Upheaval

Photo via Ian L. Sitren/ZUMAPRESS/Newscom

The boom was thanks in large part to the rapid price swings, which sparked huge demand from big buyers such as airlines and utilities players.

2 min read
Retirement Upside

The Annuity Sales Tactic That’s Backfiring on Advisors

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The behavioral psychology technique of “social proof” has real persuasive power in many contexts, but not so much for selling annuities.

2 min read
M&A

GameStop’s Ryan Cohen Sidesteps Compensation Questions on eBay Deal

Photo via Aaron Schwartz/Sipa USA/Newscom

GameStop CEO Ryan Cohen is sidestepping questions about how much a proposed takeover of eBay — for $56 billion — would benefit stockholders.

2 min read
Advisor Upside

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

Photo by Behnam Norouzi via Unsplash

With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

America’s Small Businesses Are Booming, Just Not Their Retirement Plans

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1 min read
Why New Widows Need More Than Just Financial Planning

Photo by Rosie Sun via Unsplash

2 min read
McDonald’s Beefs Up Value as Rising Gas Prices Drain Customers’ Wallets

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

1 min read

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