How to Add Impact Investing to Client Portfolios Through CDFI Loans These loans can steer money to communities and causes that clients care about. Phuong Luong
Indirect Roth IRA Contributions: Backdoor or Trapdoor? The backdoor Roth contribution is a viable tool for some but not all clients. Natalie Choate
Strategies to Help Guide Indecisive Clients How to use decision-making aids in financial advising. Samantha Lamas
Financial Services Conferences Have a Diversity Problem--Here’s What You Can Do About It From speakers to sponsors and more, how you can make an impact. Sonya Dreizler
Year-End Equity Compensation Planning: Keep More in Your Pocket Don't forget grants and options in your tax planning. Samuel Deane
Providing for Disabled Beneficiaries After the SECURE Act An applicable multi-beneficiary trust can solve some--but not all--of the challenges that the new act presents. Natalie Choate
What’s in Store for Taxes Under Biden? Vague tax proposals and a Senate runoff make tax plans uncertain. Sheryl Rowling
Year-End 2020 Tax-Planning Strategies There likely will be tax changes next year under the new administration, but for now, we need to focus on what's already in front of us. Sheryl Rowling
What the Next Generation of Clients Is Looking for From Advisors This new column covers how advisors can appeal to and help millennials and others. Phuong Luong
How Can Advisors Help Clients Through Market Anxiety? Our research explored three tactics for dissuading client fears about increased volatility. Stan Treger
Advisors -- Hiring Biases That Are Damaging Your Firm's Future Prepare for 2030's demographics. Walter K. Booker