FA Magazine May 2022 | Page 4

36 Tackling The Diversity Problem In Financial Services here is what women and minorities have to say about the subject . By Ben Mattlin
48 Goals-Based Investing this investment strategy enables advisors to help clients meet personal objectives without chasing returns . By Tony Davidow
51 Was The ‘ Great Retirement ’ Merely The ‘ Great Pause ’? two years on , people are rethinking the career choices they made in the heat of the pandemic . here ’ s how advisors can help . By David Sterman
53 An All-Cap Solution For A Shifting Market the t . rowe Price all-cap opportunities fund ’ s flexible mandate produces winning results . By Jeff Schlegel
56 5 Red Flags Of An Unfair Prenuptial Agreement Before clients say “ till death do us part ,” make sure they ’ re on the same page . By Lisa Zeiderman
58 White-Knuckling The Bond Market ? fixed-income investors now have to navigate the kind of volatility usually reserved for stocks . By Jennifer Lea Reed
64 Connecting Money And Mental Health you can help clients whose complex financial situations come laden with stressful emotions . By Sonya Lutter
Business Management
client relations
36 Tackling The Diversity Problem In Financial Services here is what women and minorities have to say about the subject . By Ben Mattlin
Wealth Management
investing
48 Goals-Based Investing this investment strategy enables advisors to help clients meet personal objectives without chasing returns . By Tony Davidow
retirement
51 Was The ‘ Great Retirement ’ Merely The ‘ Great Pause ’? two years on , people are rethinking the career choices they made in the heat of the pandemic . here ’ s how advisors can help . By David Sterman

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Portfolio sPotlight
53 An All-Cap Solution For A Shifting Market the t . rowe Price all-cap opportunities fund ’ s flexible mandate produces winning results . By Jeff Schlegel
estate Planning
56 5 Red Flags Of An Unfair Prenuptial Agreement Before clients say “ till death do us part ,” make sure they ’ re on the same page . By Lisa Zeiderman
investing
58 White-Knuckling The Bond Market ? fixed-income investors now have to navigate the kind of volatility usually reserved for stocks . By Jennifer Lea Reed
Parting shot
64 Connecting Money And Mental Health you can help clients whose complex financial situations come laden with stressful emotions . By Sonya Lutter
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 62 .
CE exams are online at fa-mag . com / education .

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