Objects to Distinction

BY O. NELSON AUER

Objects to Distinction
Tips for Working With Female Clients ” ( JofA , Apr.04, page 39) is about the most ridiculous article I’ve ever seen in the JofA .

To suggest that investors can be stereotyped and segregated by gender is absurd. There may be some men who don’t communicate well with females, just as there are some women who don’t communicate well with men. But a good planner or adviser, man or woman, always seeks the client’s objectives in well-thought-out communication.

Can we keep the Psychology 101 articles out of the JofA ?

O. Nelson Auer
Grandview, Missouri

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.