1. What is the single most neglected area in the field of investor education? How might this area be developed? Bar none, the most neglected area is financial planning -- investing being just one of five primary focus areas. Investment, tax, estate, insurance and retirement planning all need to be discussed and aligned with one’s life/financial goals. It can be developed by changing our mindset/paradigm from “investor/investing” to one of “financial planner/planning”. We need to stop leading with “investing” and start to lead with “planning”. 2.