November 2022: Diversity, Equity, and Inclusion

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COVER STORY

Culture of Care

By Danielle Andrus

Building skills in empathy and emotional intelligence can help planners serve international clients and people from different backgrounds.

 

 

 

 


PRACTICE MANAGEMENT

Could Employee Resource Groups Be Right for Your Firm?

By Ana Trujillo Limón

ERGs can be a valuable tool in building psychological safety, developing talent, and gathering feedback about employee needs.


FPA NEXT GENERATION PLANNER

Featured Article

Testing Accommodations for the CFP® Exam

By Elisabeth Felten, CPA

My Career Path

Alexandria Dunn on Providing Lasting Plans for Those with Special Needs

YAFPNW

Show Up for Your Community, with Pam Capalad, CFP®, AFC

By Hannah Moore, CFP®

Tips for the NexGen Community

The FPA Community Weighs in on Developing Referral Networks

 

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


COLUMNS

Longevity
The Three Most Important Trends in Wealth Management

By Chris Heye, Ph.D.

Crypto and ESG get lots of headlines, but they might be distracting us from what’s really important, such as rising healthcare costs.

Insurance Planning
Cultural Diversity and Risk Management

By HanNa Lim, Ph.D., CFP®, and Blake Gray, Ph.D., CFP®

Understanding cultural and religious taboos helps planners overcome clients’ reluctance to make insurance decisions.

Investment Planning
Sustainable Investing for Financial Planners in Times of War

By Jennifer N. Coombs, CSRIC, CRPC

The industries that tend to outperform in conflicts are typically excluded from ESG portfolios. Is there a missed opportunity, or is this better in the long term?

 

SPECIAL REPORT

Four Ways to Avoid the Early Distribution Penalty After IRS Notice 2022-6

By Randy Gardner, J.D., L.L.M., CFP®, CPA, RLP, AEP, and Creyton Gardner

The IRS clarified options for substantially equal periodic payments from some retirement plans. Make sure you are guiding clients correctly to avoid unnecessary penalties.
 

RESEARCH

The Role of Financial Planners on African American Business Owners’ Personal Credit and Access to Capital

By Leon Chen, Ph.D., FRM; Sophia Duffy, J.D., CPA; and Daniel Hiebert, Ph.D., CFP®

African American business owners face challenges that White entrepreneurs don’t. Learning how to address them as a planner will help close the wealth gap that currently exists.

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


DEPARTMENTS

STARTING THOUGHTS

Building Empathy and Understanding

By Danielle Andrus

OBSERVER

Incremental Progress Toward Equity in the Industry

Stat Bank

JFP ACAMEDICS

Upcoming Research

VOICES

Members Speak on Title Protection

Get Published: Submit your own research for peer review. Click HERE for more information.



IN CASE YOU MISSED IT

How Do Commodities Fit into Client Portfolios?

By Jason D. Fink, Ph.D., and Kristin E. Fink, Ph.D.

For a long time, investing in commodities has been a valuable hedge in a portfolio. Has the financialization of commodity markets negatively impacted that benefit?

 

Digital Edition

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