In Every Issue
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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
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Editor ’ s Note |
14 |
Advisor Emporium |
56 |
CE Tests |
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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