Journal of Financial Planning: February 2022 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: February 2022 February 2022 More from this issue Harnessing Cognitive Biases for Client Benefit By Barbara Kay, LPC, RCC, TIPC February 2022 How Clients with SRI Portfolios Uniquely Struggle with Trading Decisions By Rafael Bernard, CFP® February 2022 Rising Healthcare Costs Are a Rising Concern By Bridger Cummings February 2022 Related Events FPA MI | Lunch & Learn Webinar March 2025 Thu, Mar 13, 2025 Virtual through Zoom 2025 FPA Puget Sound Symposium Thu, May 8, 2025 Seattle Convention Center I Summit May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
How Clients with SRI Portfolios Uniquely Struggle with Trading Decisions By Rafael Bernard, CFP® February 2022
May 2025 Quarterly Education Meeting Wed, May 21, 2025 - Wed, May 21, 2025 Santa Ana Elks Lodge - Off of 55 & Edinger
