June 2025: Trends in Investing
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
