FA Magazine March 2023 - Page 6
HOW I SOLVED IT
30 Too Much Of A Good Thing This advisor used a charitable remainder unitrust to help a client unload company stock . By Karen DeMasters
WOMEN IN PLANNING
32 Why The Ranks Of Women Advisors Are Finally Increasing Efforts by the CFP Board and others are finally paying dividends , experts say . By Tracey Longo
41 Benchmarking With Apples And Oranges If we ’ re benchmarking our clients ’ portfolios , the benchmarks should look like their actual portfolios . By Craig L . Israelsen
Three Reasons Munis Are Right , Right Now After breaking records on a number of metrics , municipal bonds are having a moment . By Jennifer Lea Reed
50 Interest Rates Are Up . So Is It Time To Buy Annuities ? Annuities ’ payout rates are higher than they ’ ve been in years . Does that mean they give good relative value ? By Ben Mattlin
54 A RILA-Roth Combo Can Solve Longevity Risk ‘ Diversification ’ in retirement goes well beyond asset class , Allianz argues . By Jennifer Lea Reed
56 Spy Balloon Over Heckerling Our correspondent sends dispatches from the Heckerling 2023 estate planning conference . By Joseph B . Darby III
64 Can Clients Ever Have Enough Money ? We should transform the mindset of our clients so they realize there is enough for everyone , everywhere . By Steve Sanduski
46 Growth Is Back , And This Fund Could Be The Ticket The Fidelity Advisor International Growth Fund remains a strong performer . By Jeff Schlegel
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 60 .
CE exams are online at fa-mag . com / education .
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