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Articles, white papers, quotes and bylines by Julian


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

How to Pick an Asset Allocation

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

5 Ways Couples Can Work Together on Finances


The 7 Best Ways To Build Generational Wealth

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

10 Surprising Differences Between Retirement Saving & Spending

7 Seinfeld Plotlines You Should Apply to Your Finances -


'When Should Parents Starts Saving For College?'

'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?'


'Only Few Affected By Proposed Democratic Retirement Tax Reform'


'Are 401(k)s Worth It?'

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


‘Income planning considerations for Americans approaching retirement’


‘Fireside Chat: Technology, Investing and Alternatives’


‘US Retirement Savings Options are a Disaster’


‘Investing in Your Future as an Artist’


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


'Build a budget to jumpstart savings’


‘Five Financial Planning Strategies for Musicians in 2021’


‘NFT Taxes and Legal Pitfalls’


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


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


‘Tips for Maintaining Good Financial Health as an Artist’


‘Dance/NYC Digital Symposium Seminar’


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


‘The Profitable Artist 2.0’ (Allworth Press)


‘Finance Tips for Artists From Two Professionals’