FA Magazine May 2024 | Page 3

In Every Issue
Columns 15
20 23 25 27
Valerie Rivera , CFP , founder of FirstGen Wealth in Chicago .

Contents

MAY 2024

34 8

COVER STORY
2024 : Young Advisors To Watch
Our ninth “ Young Advisors ” list shows that advisors can win clients by showing individuality and resolve . By Eric Rasmussen and FA Staff

In Every Issue

Editor ’ s Note
14
Advisor Emporium
56
CE Tests
Columns 15
20 23 25 27
The Big Picture All-Cap Withdrawal Magic By William P . Bengen
Advisor Marketing 5 Steps To Improve Your SEO By Susan Theder
Financial Life Planning Humility In A Messy World By Ross Levin
Charitable Planning Who Is The Next-Gen Investor ? By Hannah Shaw Grove
Next Chapter Don ’ t Wait For The ‘ Great Wealth Transfer ’ By Steve Gresham
Frontline
10 Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age
11 A Biden Victory Favors Growth Stocks ; Trump Would Benefit Value
12 Using Life Insurance To Address Anticipated Rise In Estate Taxes
13 Social Security To End ‘ Clawback Cruelty ’ On Benefit Overpayments
PHOTOGRAPHY ON THE COVER AND THIS PAGE COURTESY OF THE ADVISOR MAY 2024 | FINANCIAL ADVISOR MAGAZINE | 1