Editor's Note

A Practical Approach to Behavioral Guidance

John Nersesian, CIMA^®, CPWA^®, CIS, CFP^®

The 10th P is Purpose and Why It Matters More Than Ever

Noel Pacarro Brown, CIMA^®, CPWA^®

Mind the Generation Gap

Mike Van Wyk

Generation Z Insights: How the Next Generation of Investors Approaches Retirement, Saving, and More

Stan Treger, PhD

Contrasting Investors' Behaviors, 2008 Versus 2020

George H. Walper, Jr.

The Behavioral Portfolio

Phillip Toews

How Behavioral Finance is Delivering Alpha

C. Thomas Howard, PhD

Everything You Need to Know About Investing

Michael S. Falk, CFA^®, CRC

Goals-Based Wealth Management: Coach Through Biases--Yours and Your Clients'

John D. Anderson
J. Womack, CAIA^®

How to Choose the Best Technology for Your Financial Advisory Firm

Claire Akin

Leadership Profile: Dorothy E. Bossung

Dorothy Bossung, CIMA^®, CPWA^®, RMA^®, CFP^®

The Gray Rhino: How to Recognize and Act on the Obvious Dangers We Ignore

Judy Benson