The year 2020 has made us more aware of the impact our choices have on others and the world at large, and has helped drive a new wave of investors in ESG as an investment category.

​The LGBTQ population contains between 16 - 20 million people in the US, with an estimated $884 billion in buying power as of 2014.

Discrimination and protection issues still exist for the LBGTQ community despite the progress that has been made on the state and federal levels.

Explore and discover how to apply the behavioral interventions outlined in the Journal of Financial Planning (JFP) cover story and discuss the importance of understanding clients’ behaviors and biases in investment planning to optimize clients’ well-being and financial results.

Self-study exam based on the Journal of Financial Planning, September 2020 Issue

Self-study exam based on the Financial Services Review, Vol. 28 No. 3 Issue

Self-study exam based on the Journal of Financial Planning, August 2020 Issue

​Financial planners need to play a key role in providing holistic guidance to baby boomers to meet these clients’ needs by shifting from being asset managers to lifestyle managers.

​When clients act on unaddressed fear during a bear market, it can lead to poor decisions and damaging effects on their future.

​Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission.