FA Magazine May 2023 - Page 3
Thao Truong is a client manager at Morton Wealth in Calabasas , Calif .
10 Young Advisors To Watch
Younger advisors have had to imagine a new world for themselves ( and then inhabit it ). By Eric Rasmussen and Christopher Robbins Profiles By Financial Advisor Staff
In Every Issue
Editor ’ s Note
19 21 23 25 27
The Big Picture Examining The Organic Growth Paradox By Philip Palaveev and Mark Schoenbeck
Advisor Marketing Top 5 Tips For Sharing News Articles On Social Media By Susan Theder
Financial Life Planning Meeting The Standards You ’ ve Set For Your Practice By Ross Levin
The Long View Foreign Growth Stocks — A Diamond In The Rough ? By Evan Simonoff
Charitable Planning How The Next Generation Will Give By Hannah Shaw Grove
Next Chapter Faking Growth By Steve Gresham
10 How Wealthy Clients Can Address Income-Based Phaseouts
11 Tread Cautiously With Exchange-Traded Notes
12 When Does The IRS Start Viewing A ‘ Hobby ’ As A Business ?
13 Are Munis The Antidote To Recessionary Fears ?
PHOTOGRAPHY ON THE COVER BY KILLA VIEWPOINT . THE PHOTO ON THIS PAGE IS COURTESY OF THAO TRUONG . MAY 2023 | FINANCIAL ADVISOR MAGAZINE | 1