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JUNE 2018

Cover Story

The Wild, Wild West: Understanding Cryptocurrencies and Their Implications on Financial Planning

by Ana Trujillo Limón
Even if you think cryptocurrencies are a fad that’s best avoided, it’s a good idea to know a few basics about cryptocurrencies and the technology behind them.


June 27, 2018: 2pm Eastern -- Journal in the Round: Cryptocurrency and the New Planning Frontier

Join our panel of planners and thinkers as they think through the future world of blockchain technology, and more urgently, the basics of how to help clients understand its place in the financial landscape.  The discussion will include a lively audience Q and A and will cover top things planners should know when talking to clients, and the potential impact  of cryptocurrencies on tax and estate planning.

Special Report: Trends in Investing

2018 Trends in Investing Survey Results

by Journal staff and contributors
This year’s survey revealed that ETFs still reign as a popular investment vehicle, and planners are showing caution when investing.


529 Plan Investment Advice: Focusing on Equity Concentration and Fees

by C. Edward Chang, Ph.D.; and Thomas M.
Krueger, DBA
This research suggests that financial planners should carefully focus on mutual fund charges when choosing among 529 portfolios, while not being overly concerned about the portfolio’s equity concentration.


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