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Articles, white papers, quotes and bylines by Julian

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How to talk to your clients about ESG, Crypto and NFTs

https://www.wealthmanagement.com/webinars/how-talk-your-clients-about-esg-crypto-and-nft

How to Pick an Asset Allocation

https://money.usnews.com/money/retirement/401ks/articles/how-to-pick-an-asset-allocation-for-your-401k

Can You Build Wealth Without Using Your 401(k)?

https://www.yahoo.com/now/build-wealth-without-using-401-150015700.html

5 Ways Couples Can Work Together on Finances

https://www.stash.com/learn/love-and-money-5-ways-couples-can-work-together-on-finances/

 

The 7 Best Ways To Build Generational Wealth

https://www.yahoo.com/now/7-best-ways-build-generational-120017529.html

What Is The One Piece of Advice Professionals Give People About to Retire?

https://www.forbes.com/sites/chriscarosa/2022/01/28/what-is-the-one-piece-of-advice-professionals-give-people-about-to-retire/?sh=7807d5aec943

10 Surprising Differences Between Retirement Saving & Spending

https://www.forbes.com/sites/chriscarosa/2022/01/28/10-surprising-differences-between-retirement-saving--spending/?sh=7a47d571559f

7 Seinfeld Plotlines You Should Apply to Your Finances -

https://finance.yahoo.com/finance/news/7-seinfeld-plotlines-apply-finances-160209041.html

 

'When Should Parents Starts Saving For College?'

https://www.forbes.com/sites/robertfarrington/2021/10/04/when-should-parents-start-saving-for-college/?sh=3c799ef54b77

'Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?'

https://fiduciarynews.com/2021/10/should-a-401k-plan-sponsor-take-on-the-additional-fiduciary-liability-associated-with-retirees/

'Do You Need a Financial Advisor If You Aren't Rich?'

https://www.gobankingrates.com/money/financial-planning/do-i-need-a-financial-advisor-if-im-not-rich/

 

'Only Few Affected By Proposed Democratic Retirement Tax Reform'

https://trustedadvisor.la/only-few-affected-by-proposed-democrat-retirement-tax-reform/

 

'Are 401(k)s Worth It?'

https://money.usnews.com/money/retirement/401ks/articles/are-401-k-s-worth-it

'5-step beginner's guide to investing in index funds'

https://www.businessinsider.com/how-to-invest-in-index-funds

 

‘Income planning considerations for Americans approaching retirement’

https://www.benefitspro.com/2021/09/08/income-planning-considerations-for-americans-approaching-retirement/

 

‘Fireside Chat: Technology, Investing and Alternatives’

https://www.youtube.com/watch?v=SNowCVSKyXA

 

‘US Retirement Savings Options are a Disaster’

https://www.benefitspro.com/2021/08/10/opinion-u-s-retirement-savings-options-are-a-disaster/?slreturn=20210717104556

 

‘Investing in Your Future as an Artist’

https://www.thefieldvision.org/event-details/investing-in-your-future-as-an-artist

 

‘Athletes, Creatives and Entertainers – Making the Right Financial and Business Decisions’

https://www.youtube.com/watch?v=5YbfavlGijc

 

'Build a budget to jumpstart savings’

https://www.benefitspro.com/2021/08/26/build-a-budget-to-jumpstart-savings/

 

‘Five Financial Planning Strategies for Musicians in 2021’

https://trustedadvisor.la/5-financial-planning-strategies-for-musicians-in-2021/

 

‘NFT Taxes and Legal Pitfalls’

https://trustedadvisor.la/insider-sources-nft-taxes-legal-pitfalls/

 

Top 10 Mistakes When Planning with Art, NFTs and Other Collectables

https://www.youtube.com/watch?v=GFHJ3-5hl6I

 

‘Wealthy Women: Firms Adapt Strategies to Win Huge Market’

https://www.barrons.com/articles/financial-advisors-have-a-highly-developed-playbook-to-attract-and-best-serve-the-needs-of-women-clients-51607365344

 

‘Tips for Maintaining Good Financial Health as an Artist’

https://pentacle-nextsteps.org/accounting-for-nonprofits-performing-arts-dance-theater-artists/investing-during-covid-19-faq/

 

‘Dance/NYC Digital Symposium Seminar’

https://www.dance.nyc/programs/dancenyc-events/dancesymp2020/speakers

 

‘The Profitable Artist Lecture Series – Financial Basics for Artists’

https://www.nyfa.org/event-the-profitable-artist-lecture-series-178017057548

 

‘The Profitable Artist 2.0’ (Allworth Press)

https://www.nyfa.org/professional-development/the-profitable-artist/

 

‘Finance Tips for Artists From Two Professionals’

https://www.thefieldvision.org/event-details/investing-in-your-future-as-an-artist