June 2025: Trends in Investing
 

June 2025 Cover

 

COVER STORY

Surviving a Big, Bad Bear Market 

By Ryan Zabrowski, CFP®, MSF

Jumpy investors are overly inclined to get out of rough markets, but risk missing out on the upside. There are some moves that can help clients feel in control without putting their entire strategy at risk.


 


Click HERE to access the DIGITAL EDITION
 

 

RISK MANAGEMENT

What Your Clients Need to Know About the Insurance Crisis Déjà Vu 

By Van Carlson
Insurance policies are getting harder and more expensive to procure. Some business owner clients may benefit from a look at micro captive plans to fill holes in their coverage. 
 

FPA NEXT GENERATION PLANNER

Forward Thinking

The Marketing Reps That Make You a Black Belt

By Mike Zarrelli, CFP®, EA

Lead Article

Building Your Personal Brand: A Guide for New and Transitioning Financial Planners 

By Kristy Gusick

Skill Builder

Unlock the Power of Generative AI: Better Marketing and Deeper Client Relationships for Advisers 

By Sarah Howes

Planner Poll

The FPA Community Weighs in on Establishing Credibility with Content 
 

Planning a STUDY GROUP?  Check out suggested questions and other resources to make your study group a success! 
 

COLUMNS

Women in Retirement

Estate Planning for Unmarried Partners: Navigating Loss Without Legal Protections 

By Alexandra Armstrong, CFP®
Without default legal protections to fall back on, unmarried couples need proactive and explicit directives to make sure their final wishes are carried out.

Digital Assets 

What Do Tariffs Mean for Digital Assets and the Dollar’s Continued Dominance?

By Ivory Johnson, CFP®, ChFC
Geopolitical tensions and technological innovation portend a future where the dollar is less valuable globally and at home.   

Tax Planning

Taking Charge of Inherited RMDs in Your Planning Practice 

By Claire Thornton, CFP®, EA
The SECURE Act’s changes to RMD rules introduced confusion for clients and even some planners. Develop a process to proactively address timing and tax planning issues.
 

RESEARCH

Strengthening Adviser–Academic Connections: Making Financial Planning Research Accessible and Actionable 

By Khurram Naveed, CFA, CFP®; Donovan Sanchez, CFP®; Megan McCoy, Ph.D., LMFT, AFC, CFT-I; and Blake Gray, Ph.D., CFP®
There is a schism between what financial planning research covers and what practicing financial planners need to know to enhance their day-to-day operations. This paper looks at some of the ways that researchers and planners can close that gap.

Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits.  


DEPARTMENTS

STARTING THOUGHTS

Innovation and Advice 

By Danielle Andrus

OBSERVER

401(k) Trading Spikes, Annuities and Clients, Planner Optimism, Trends in Investing

Stat Bank

VOICE

Direct Indexing and the Diet of Distraction 

JFP ACADEMICS

Upcoming Research

 

IN CASE YOU MISSED IT

Dealing with the Aftermath: Understanding Political Sympathy’s Association with Financial Perspectives, Wellness, Efficacy, and Portfolio Actions and How to Help Clients After Major Events

By Blake Gray, Ph.D., CFP®; Thomas Crandall, CFP®, CFA, CAIA, CMT; and Donovan Sanchez, CFP®
Elections disturb expectations of the future and impact financial plans. This study investigates how an individual’s views of the future change in response to changes in political leadership, whether the individuals act based upon these leadership changes, and if financial attitudes are affected.
 

Click HERE to access Journal of Financial Planning ARCHIVES

 

June 2025 iPad Cover Image

Digital Edition

Page through the latest digital edition online or through the FPA Publications app with archive access back 10+ years.