Phuong Luong

More From Phuong Luong

4 Marketing Strategies for Sustainable Investment Advisors

Closing the gap between knowledge and marketing is where many advisors get stuck.

Phuong Luong Aug 23, 2023

How to Use Donor-Advised Funds to Support Sustainable Investment Goals

DAFs can be useful to support both charitable giving and clients’ values.

Phuong Luong Jul 19, 2023

How to Create and Implement a Charitable Giving Plan

Charitable giving can cut across all aspects of financial planning. Here’s how advisors can support clients’ giving goals.

Phuong Luong Jul 12, 2023

How Advisors Can Engage With Shareholder Advocacy

Consider your clients’ goals to determine how you can be most effective.

Phuong Luong Feb 7, 2023

Which Sustainable-Investing Approach Is Right for Your Clients?

The Morningstar framework can help you better understand this area.

Phuong Luong Nov 17, 2022

How Advisors Can Help Clients Invest Sustainably Outside of 401(k)s

Investors have more choices but face greater complexity.

Phuong Luong Aug 25, 2022

How Advisors Can Help Clients Invest Sustainably in Retirement Accounts

Don’t let limited plan options prevent clients from investing the way they want.

Phuong Luong Aug 3, 2022

Financial Literacy Alone Won’t Close the Wealth Divide

Sonya Dreizler May 13, 2022

What Are the Barriers to Sustainable Investing?

Integrating sustainable investing into an advisory practice requires understanding the hurdles.

Phuong Luong Aug 11, 2021

The Myth of the 'Asian American' Client

There is no one-size-fits-all financial advice for the incredibly diverse Asian American audience, so it is important to understand your clients on a case-by-case basis.

Phuong Luong Jun 7, 2021

Helping Clients With an ESG Investing Policy Statement

How can you help them define "enough"?

Phuong Luong May 24, 2021

How To Incorporate Sustainable Investing Into Your Practice

With this series, advisors can find a framework for helping clients meet sustainable investing goals.

Phuong Luong Apr 7, 2021

Advisors Should Be Talking About Student Loan Debt

Phuong Luong Mar 24, 2021

Student Loans: Answers and Resources for the Advisor's Tool Kit

A roadmap for conversations with clients.

Phuong Luong Feb 26, 2021

Student Loans: A Road Map for Advisors

If you don't have clients with student loan debt already, you surely soon will.

Phuong Luong Feb 12, 2021

How to Add Impact Investing to Client Portfolios Through CDFI Loans

These loans can steer money to communities and causes that clients care about.

Phuong Luong Jan 13, 2021

How to Be an Effective Pro Bono Advisor

In what ways should your approach vary?

Phuong Luong Dec 16, 2020

What the Next Generation of Clients Is Looking for From Advisors

This new column covers how advisors can appeal to and help millennials and others.

Phuong Luong Nov 30, 2020

More About Phuong Luong

Phuong Luong, CFP, is an educator and financial planner focused on economic justice. She is the Founder of Just Wealth, a fee-only RIA, and the Director of Boston University's Financial Planning Program. Phuong is a subject matter expert in ESG, regenerative investing, and financial planning across income and wealth spectrums.

Follow Phuong on Twitter: @pt_luong

The views expressed in this article do not necessarily reflect the views of Morningstar.