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32 Blog Posts
Jul 04, 2021

There is so much to celebrate this July 4. As always, we look back to 1776, when the Continental Congress formally endorsed the Declaration of Independence. The nation then embarked on a grand experiment built on the ideals of life, liberty, and the pursuit of happiness.

Jun 18, 2021

The history of Juneteenth goes back to the emancipation of African-Americans enslaved in the United States. From its origin in Galveston, commemorated on the anniversary of Union Army general Gordon Granger proclaiming freedom from slavery in Texas, the holiday has received increasing state by state recognition until June 17, 2021, when it was proclaimed a national holiday and signed into federal law.

May 28, 2021

The gravestones filling Arlington National Cemetery sit in neat rows, befitting an infantry, as polished and particular as the attention to detail so rooted in military service. The more than 300,000 gravestones overlooking Washington, D.C., are a reflection of life’s fragility, an ode to the patriotism pulsing through the great American experiment, and a stark reminder of the human costs of war.

May 25, 2021

Wall Street has been humming since 1817. The ambient noise of bustle and hustle reaches a crescendo each weekday morning, when the eight-block-long street marking the heart of Lower Manhattan’s Financial District opens for business. And it’s a big business – a symbol of America’s financial markets, and, in many ways, of America.

May 10, 2021

The past year has been full of challenges, trials, and major shifts in the political and economic landscape, from the onset of the COVID-19 pandemic to the tumultuous 2020 election season and the beginning of a new administration. Many of these developments have brought renewed attention and scrutiny to long-standing debates within the financial services profession on subjects from regulation to effective service models in an increasingly digital environment.

Apr 26, 2021

With the demographic makeup of the country fundamentally transforming in real time, more  attention is being paid to the  underserved communities still struggling to or achieve fair opportunity and access to a fulfilling, personal relationship with wealth. To address this, The College has established a new Center for Economic Empowerment and Equality to reach out to communities in need of support—but the commitment to change can’t stop there.

Lifelong Learning Journey Financial Professional
Apr 13, 2021

The College’s mission of lifelong learning means providing the applied financial knowledge and education that matters across a professional’s career, no matter his or her client base, specialty areas, years of experience, or assets under management. Applied knowledge means practical, relevant, rigorous coursework that delivers utility benefits that increase technical acumen and business benefits that teach you how to communicate the complex with clients and implement it in planning and product decisions.

Economic Mobility Good for Business and Society
Apr 08, 2021

I recently had the privilege of holding the second fireside chat in The College’s Inspiring Leaders in Philanthropy web series with Scott Davison, CLU®, ChFC®, OneAmerica Chairman, President, and CEO, and Tony Mason, President and CEO of the Indianapolis Urban League.