Wealth Think

"A shifting of priorities on the part of our clients, coupled with a creative and proactive approach by our team, resulted in even stronger client relationships," writes advisor Eden Lopez.

These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.

The nonprofit's response to the scathing criticism of the Independent Task Force on Enforcement was to protect its own executives at the expense of benefiting investors, writes Allan Roth.

How to welcome LGBTQ clients, colleagues and friends by using your pronouns

From the high price of gas to the size of his blue plate special, Roger Hewins sees worrying signs — and is prepping clients accordingly.

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

The wacky performers can teach us how to grow our businesses, writes Chip Munn.

For advisors, this structure can deepen relationships and help bring interaction with new populations and prospects, writes Marianne Caswell.

DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.