Jan Blakeley Holman, CFP
Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent more than four decades in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors and a financial services corporate executive.
Jan is a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, Longevity Planning and Managing Legacy Wealth. She is an internationally published author whose columns are translated and syndicated in numerous global publications.
A strong believer in the importance of the financial advisor/investor relationship, throughout her career, Jan has demonstrated a passion for helping consumers understand the often off-putting language of financial services.
Jan is an avid skier, photographer and novice silversmith, and her career at Thornburg has enabled her to achieve her goal of living life “on purpose” by doing rewarding and meaningful work while enjoying the beautiful mountains of Santa Fe.
Jan lives in Minnesota and is a mother of three and a grandmother of five. She holds a BA in political science from the University of Denver.
Visit Thornburg’s website to enjoy more of Jan’s articles and podcasts.
X (Twitter): @ThornburgFunds | LinkedIn: www.linkedin.com/in/janblakeleyholman
Latest articles by Jan Blakeley Holman, CFP
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Four Steps to Funding an Education
Paying for College Prepare, plan, prioritize and persevere.
By Jan Blakeley Holman, CFP Published
Paying for College -
Dividend-Paying Stocks: An Investor's Swiss Army Knife
investing You can add current income, capital appreciation and tax advantages to your portfolio with this one type of investment.
By Jan Blakeley Holman, CFP Published
investing -
When It Comes to Investment Advice, Humans Beat Computers
Financial Planning Robo advisers offer some advantages, but the most comprehensive financial guidance still requires human touch.
By Jan Blakeley Holman, CFP Published
Financial Planning -
What Investors Can Learn from the 2016 Presidential Election
Markets Beyond the candidates, we're seeing a spotlight on globalization and demographics — two forces sure to steer the economy for years to come.
By Jan Blakeley Holman, CFP Published
Markets -
Three Overlooked Rewards of Living Longer Lives
Making your retirement savings last multiple decades may be financially daunting, but living to a ripe, old age can be well worth it for individuals, families and the economy.
By Jan Blakeley Holman, CFP Published