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 20 Lunch Meeting Tue, May 20, 2025 Austin Country Club 2025 FPA Houston Symposium Tue, Sep 23, 2025 - Tue, Sep 23, 2025 The Junior League
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