Journal of Financial Planning: October 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: October 2022 October 2022 More from this issue How Do Commodities Fit into Client Portfolios? By Jason D. Fink, Ph.D., and Kristin E. Fink, Ph.D. October 2022 Essential Tax Rules of Cross- Border Gifting By Anthony Malik October 2022 Direct Indexing for Tax Loss Harvesting By Eduarda Gaige, APMA; Brandon Schoeppler, CFP®, CFA, CIMA, ChFC, CRC; and Mitchell Meurlott, CFP®, CLU October 2022 Related Events May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
How Do Commodities Fit into Client Portfolios? By Jason D. Fink, Ph.D., and Kristin E. Fink, Ph.D. October 2022
Direct Indexing for Tax Loss Harvesting By Eduarda Gaige, APMA; Brandon Schoeppler, CFP®, CFA, CIMA, ChFC, CRC; and Mitchell Meurlott, CFP®, CLU October 2022
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
August 2025 Quarterly Education Meeting Wed, Aug 20, 2025 - Wed, Aug 20, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
November 2025 Quarterly Education Meeting Wed, Nov 19, 2025 - Wed, Nov 19, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
