Journal of Financial Planning: October 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: October 2022 October 2022 More from this issue How Do Commodities Fit into Client Portfolios? By Jason D. Fink, Ph.D., and Kristin E. Fink, Ph.D. October 2022 Essential Tax Rules of Cross- Border Gifting By Anthony Malik October 2022 Direct Indexing for Tax Loss Harvesting By Eduarda Gaige, APMA; Brandon Schoeppler, CFP®, CFA, CIMA, ChFC, CRC; and Mitchell Meurlott, CFP®, CLU October 2022 Related Events 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit FPA Austin May 8 CE Webinar and CE Lunch Thu, May 8, 2025 Webinar: 8:30-9:30 am; Lunch: 11:45 am - 1:00 pm FPA MI | Lunch & Learn Webinar May 2025 Tue, May 13, 2025 Virtual through Zoom
How Do Commodities Fit into Client Portfolios? By Jason D. Fink, Ph.D., and Kristin E. Fink, Ph.D. October 2022
Direct Indexing for Tax Loss Harvesting By Eduarda Gaige, APMA; Brandon Schoeppler, CFP®, CFA, CIMA, ChFC, CRC; and Mitchell Meurlott, CFP®, CLU October 2022
FPA Austin May 8 CE Webinar and CE Lunch Thu, May 8, 2025 Webinar: 8:30-9:30 am; Lunch: 11:45 am - 1:00 pm
