Stephen Horan, Ph.D., CFA, CIPM, CAIA

Financial Planning Researchers! Remember to submit your academic papers (and encourage your colleagues to do the same) for the 2025 CFP Connections Conference on 6-8 October in Chicago. The deadline for submissions is 15 April 2025. cfp.net/events/2025/10…

Independence Day has arrived and the Irish blessing has been bestowed upon us. My tariff podcast with Aerospace Executive @CraigPicken is full of historic, economic, and non-economic perspective. Guess how many dollars flow into Mexico each year? lnkd.in/e6t5hrye

Personal Budget: Boom or Bust? Check out my thoughts on budgeting - the foundation of any personal financial plan. @WalletHub @CFPBoard @NivineRichie #expert=Stephen_M._Horan" target="_blank" rel="nofollow noopener">wallethub.com/edu/b/what-is-…

The foundation of successful investing is successful budgeting and spending. Check out my credit card tips on @wallethub. #expert=Stephen_M._Horan" target="_blank" rel="nofollow noopener">wallethub.com/edu/cc/credit-…

New research from #FinancialPlanningReview examines the role of financial planners, inheritance receipts and religion in estate planning among U.S. Black adults. Explore the findings here: onlinelibrary.wiley.com/doi/full/10.10… @Stephen_Horan

Calling all researchers and experts in financial planning! Submit your research papers for the CFP Board Connections Conference. Deadline is July 31. Learn more: cvent.com/c/abstracts/f5… #CFPConnections24

Exciting update! @MichaelKitces joins us at #CFPConnections24 to discuss the future of financial planning, covering the latest trends, innovative strategies and best practices. Secure your spot today at the early registration rate: CFP.net/conference

Explore cutting-edge research in financial planning with Financial Planning Review's 50th edition – now available for free until June 30! Don't miss out on this exclusive opportunity to access valuable insights. Read here: cfp.net/knowledge/fina… @Wiley_finance @Stephen_Horan

How does your worldview affect your wallet? See how our perspectives on life shape our financial decisions and what this means for your financial future in this #FinancialPlanningReview article. Free for a limited time: onlinelibrary.wiley.com/toc/25738615/2… @Stephen_Horan @Sean_McDowell

@WileyBusiness @CFPBoard Amazing milestone in the financial planning profession. Coincides with surpassing 100,000 Certified Financial Planning professionals!

Still blown away by this. Maybe the greatest answer in the history of the show. Based Money @moicanoufc continues to drop incredible knowledge on us. 💰💸💵

@CFPBoard @TexasTech @krkindc Congratulations, Morgen!!

Morgen Nations from @TexasTech (pictured w/ CFP Board CEO Kevin Keller [@krkindc]) has won the 2023 Academic Research Colloquium Best Paper in Investments Award for "Social Media and Speculative Investing: An Examination of Social Media as an Information Source and Investing in Highly Speculative Assets.” Congrats! #CFPARC

Discover how emotions and money goals are connected! Check out the latest article in #FinancialPlanningReview to learn about the special link between feeling down and finding financial happiness in retirement: onlinelibrary.wiley.com/doi/10.1002/cf… @Stephen_Horan

Have you ever wondered how personality traits influence financial decisions in older adults? A recent study in #FinancialPlanningReview unveils the connection between openness, conscientiousness & stock ownership traits. Dive into the findings here: cfp.net/knowledge/fina… @Stephen_Horan

@CFPBoard I couldn't be more proud to work with this amazing team of thought leaders from around the globe and across disciplines to advance the practice of financial planning. WELCOME, to our incoming editorial board members! And a big THANKS to all our editorial board members.

CFP Board Center for Financial Planning has added 19 new members to the #FinancialPlanningReview editorial board. The expanded board will manage the increased submissions and ensure expertise alignment with the addressed topics. Learn more: bit.ly/3E11d3I @Stephen_Horan

@CC_Rock @CFAinstitute To the extent anything in their ESG ratings revealed information about defaulting risk, that's bad. Otherwise, good news. This battle is going to go on for a LONG time. Hope you are well.

Greater racism in a given region is directly associated with greater Black advisor underrepresentation, according to forthcoming research in Financial Planning Review. Read more in this @ThinkAdvisor article by @manganaro_news: bit.ly/44g7CmE @derektharp @Stephen_Horan