Opinion: Trust makes the adviser-client relationship
By Chia-Li Chien A warm, empathetic connection based on trust is a singularly important aspect of the financial counseling client-adviser relationship. Many people were taught not to talk about money. This makes it difficult to help clients, particularly those who experience guilt around spending or insufficient savings. The verbal and nonverbal language the adviser uses Read More →
Opinion: Parkinson’s diagnosis holds lessons for coping with COVID-19
By Paul D. Witman I was recently diagnosed with Parkinson’s disease, a progressive, slow-moving disease that has no known cure. My father passed away 10 years ago from the same disease, so this diagnosis generated some deep thinking about how I would respond to it. Modern science has identified treatments for many of the symptoms, Read More →
Opinion: Inside Biden’s plan for education
By Loredana Carson When Joe Biden announced his plan for education in fall 2020, much of what he proposed was reported with the caveat that it didn’t stand much of a chance, given the assumption that the Republicans would continue to control the Senate. However, with the results of the Georgia runoff election, some of Read More →
SoCalTech founder: It’s hard out there for startups in a pandemic
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Opinion: Revolution in crowdfunding brings private investments to the masses
By Mike Panesis The unfortunate events in our nation’s capital in early January had me thinking a lot about revolutions. Whether successful or not, they seem to come upon us suddenly, when in fact they have fomented for years. We see this phenomenon not just in government and society. In the groundbreaking book “The Structure Read More →
Our View: CLU adapts its biggest gift to changing times
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CLU shifts biggest-ever gift to entrepreneurship center, scholarships
In the latest demonstration of how the COVID-19 pandemic has affected philanthropy in the region, California Lutheran University announced Jan. 20 that a major gift to its School of Management will be repurposed to support entrepreneurship programs and scholarships. CLU President Lori Varlotta said Steve Dorfman, a retired technology and aerospace executive who had given Read More →
