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The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional. McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021.

Ethics 138
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Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model

Validea

This feature blends educational investing insights with potential investment ideas, helping you better understand and apply these time-tested approaches in your own investment process. But high returns come with high volatility. Investors often focus on returns, but the real challenge is sticking with the strategy through the ups and downs.

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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules

Wealth Management

The October 2011 edition of Leading Lawyers Magazine lists David as one of the "Top Ten Trust, Will & Estate" lawyers in Illinois as well as a "Top 100 Consumer" lawyer in Illinois. David is a frequent lecturer at professional education seminars.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

Richard Bernstein : So, I am the poster child for the liberal arts education. You, you’re undergraduate, your focus is economics, you get an MBA in finance. Where did the computer programming skills come from? So I almost double majored in philosophy. But I took like, I don’t know, 5, 6, 7 philosophy courses, something like that.

Numbers 144
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How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst Uncertainly

WiserAdvisor

If the provisions are not extended, the lifetime exemption for estate, gift, and GST taxes will drop to approximately $7 million per person, accounting for inflation adjustments from the 2011 base amount of $5 million. Say you lend your children or grandchildren money for college education.

Taxes 59
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Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’

The Big Picture

Deficits can be used to accomplish big things like, you know, repairing crumbling infrastructure, improving our healthcare education systems and, and so on and so forth. So we should talk about deficits for whom? Deficits for what, right? And they can also get too big and they can also exacerbate or cause an inflation problem.

Economy 144
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Tax Law Update: July/August 2025

Wealth Management

The October 2011 edition of Leading Lawyers Magazine lists David as one of the "Top Ten Trust, Will & Estate" lawyers in Illinois as well as a "Top 100 Consumer" lawyer in Illinois. David is a frequent lecturer at professional education seminars.

Taxes 135