Direct indexing: a tool for ESG and philanthropy
By Matt Shibata
Let’s talk about what direct indexing is and whether it makes sense for your clients. Direct indexing is a move away from commingled funds to direct ownership of stocks in an investor’s account. The term refers to direct ownership and to the fact that the strategies are passive and track a broad index.

ESG direct index investing doesn’t go far enough. Consider impact investing instead.
By Amber Miller
Values-based investing is personal. Since most public companies do not pass ALL the ESG filters or support ALL the United Nations’ sustainable development goals, it is up to clients to determine for themselves (with our help, of course), which are the most important to them.

Help your clients evaluate residential rental property
By Bob Morrison
Few fee-only financial planners would argue against holding real estate in a client’s portfolio of assets. However, articulating why it is good to own residential rental properties and understanding the math of evaluating that real estate is not intuitive.

Exchange-Traded Funds for Dummies, Third Edition by Russell Wild
By N. Russell Wayne
This encyclopedic presentation runs the ever-broadening gamut of ETFs, with sections that provide a well-balanced context for these increasingly popular investment vehicles and later introduce many different asset classes and representative ETFs.

Effective virtual appointments
By Linda Leitz
Virtual meetings are here to stay. Many clients prefer the convenience of avoiding the trip to your office and dressing for comfort. But no matter how casual things are on the client side of a virtual meeting, planners need to maintain their professionalism and have meetings that are conducive to building trust and confidence.

How NAPFA members discuss investing and its challenges with clients
By Alexandra Baig
Investment strategy is a key component of long-term financial planning, but not the sum total of it. At times like these, it is a key touchpoint for many of our clients because they are seeing uncertainty around the globe, and they are concerned with how it affects their investments.

New board members, DEI Training program, upcoming webinars,
corporate membership, and more in the June issue.

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