​Considering the various types of equity compensation and stock options structures clients may be awarded, as planners there is a clear benefit to understanding the nuances and varied tax implications associated with each.

​The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update on coronavirus, cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the delivery of financial planning services

Existing policies do not sufficiently protect all LGBTQ people in the U.S. from discrimination and do not support their economic well-being fairly & equally.

“Value Investing” is commonly misunderstood as buying companies at a discount to their intrinsic value.

Many practitioners think that a person is prohibited from doing estate planning during divorce because of the automatic temporary restraining orders (“ATROs”) in place.

​One of the biggest hurdles for LGBTQ families is that information about family planning doesn't exist in a way that is easily organized or digestible.

​Please join us on February 4th at 2 pm EST as we kick off Black History Month with our first African American Knowledge Circle call of the year.

A review of the key themes that are impacting investors, the economy, and the financial markets

With more than 8 million Americans living abroad, more than 30 million individuals born overseas living legally in the US, and tens of millions of other passing through the US annually on non-immigrant visas, it is important for the international financial advisor to understand the relative strengths and drawbacks of the US financial system so as to better advise their globally mobile clients.

As the LGBTQ community grows, so does the number of investors who are members. Steps advisors can take to meet the community’s specific investment needs and financial goals include proactively offering support and demonstrating that you understand the cultural and legal ramifications of their lives.