LIMELIGHT

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Stacy Francis: Finalist for the Invest in Others Lifetime Achievement Award. The winner will be announced on Sept. 20.

Miguel Gomez: “Simposio de Negocios 2023: Let’s Connect,” Simposio de Negocios, Aug. 19. Gomez spoke on investing your earnings for retirement.

Elliot Dole, Leighann Miko: “If All You Want Is Money, These Financial Advisers Might Say ‘No Thanks’,” The Wall Street Journal, Aug. 5. Dole says, “I don’t think that’s something that I want to be a part of if there’s not some ante there—a commitment to give some money to charity.” Miko says, “Almost every single one of the clients that I have now who have inherited wealth and are looking to redistribute it have come from advisers who basically advised them against it.”

Francisco Ayala, Lisa Kirchenbauer: “Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’,” InvestmentNews, Aug. 2. Ayala says, “The timing is surprising, but it’s not totally unexpected. … This has more to do with politics than the economic stability of the U.S.” Kirchenbauer says, “The fact that markets are up this much always makes me incredibly nervous.”

Paul Allen: “The FPA Community Weighs in on...Lessons Learned,” Journal of Financial Planning, August. Allen says, “My very first client asked me a question I did not know the answer to. I apologized and said I needed to do some research. He said, ‘Don’t apologize, Paul. I don’t come here because I think you have all the answers. I come here because when I leave, I feel better about my money.’ That was the moment I learned I am not in a math/money profession. I am in a people profession.”

Jason Anderson, Derek Lawson: “A Study of Achievement, Risk, and Cryptocurrency Using Learned Needs Theory,” Journal of Financial Planning, August. Anderson and Lawson say, “According to the results of the structural equation model, individuals with high achievement (as measured through income and education) may have higher risk tolerance levels and, therefore, cryptocurrency holdings. As in many personal financial planning studies, income plays an outsized role in the measurement of achievement.”

Melissa Walsh: “Melissa Walsh, CFP^®, CFA, AIF, on Meeting Clients Where They Are,” Journal of Financial Planning, August. Walsh says, “I decided that not only was financial advising a great career because you get to help people—you get to educate people, which has always been one of my passions—but there was also an element that I felt was underrepresented [in the industry]. … I was pretty experienced and really passionate about serving women and making sure that the financial planning industry was more warm and welcoming to all sorts of different types of advisers and clients.”

Kay Dee Cole, Andy Mardock, Michelle Vargas: “3 money moves to make while rates are high,” CBS News, July 27. Cole says, “Now is the time to scale back and devise a plan to pay off debt, short-term pain that rewards you later.” Mardock says, “List out all your debts, interest rates, monthly payments, and time left on the loans. It’s painful, I know. But only with this information in-hand can a person strategize the best way to get out from under the weight of debt and be far less affected by what the FOMC decides to do — now and in the future.” Vargas says, “Always make sure that you have cash for emergencies equal to at least 6 months of your living expenses in a high-yield savings account.”

Carolyn McClanahan: “‘Are You Happy Now?’” FPA — Minnesota meeting, July 18. McClanahan presented.

Carolyn McClanahan, Chloé Moore, Mary Beth Storjohann: “The Leading Women Financial Advisors of 2023,” Investopedia, July 11. McClanahan, Moore, and Storjohann appear as leading women financial advisors of 2023.