Overview of Research: In January 2024, Merrill Wealth Management published three studies examining the financial challenges, concerns and successes of the affluent Black/African American, LGBTQ+ and Hispanic-Latino communities in the United States. “Diverse Viewpoints: Trends Reports” builds on past research and uncovers how these groups navigated a tumultuous economic environment created by the fallout of the COVID-19 pandemic and rising inflation.
Bank of America partnered with Ipsos who gathered these insights using qualitative and quantitative techniques, including a 2023 survey of 1,000 members each from the affluent Black/African American, Hispanic-Latino and LGBTQ+ communities.
Carlos:Hi, Stephenson.Thanks for taking the time to discuss your pioneering transgender research.It certainly provides an illuminating perspective that goes well beyond the media fixation on bathrooms, sports, and grooming.How did this fascinating research journey begin?
Stephenson:Those are still important topics, but my interest in post-mortem identities began before graduate school when I attended several memorials for trans people.I could not help but notice the arbitrary way in which the deceased’s gender identity was assigned.Usually these memorials reflected their family’s preferences rather than the way the deceased would have defined themselves. Then in graduate school I encountered the concept of end-of-life (EOL) communication. I concluded that end-of-life communication intersected with the use of public memorial expressions, such as gravestones, obituaries, and funerals.
“… let me remind you: bigotry against minority groups based on sexual orientation or gender identity, such as the trans community, is a way fascism takes root.” ~ by Robert Reich,The Guardian 4/30/23
Hirschfeld would have been delighted by the progress
As a pioneer in Weimar Berlin, Dr. Magnus Hirschfeld explored the limits of what he then referred to as transsexuality. His work documented substantial progress in the identification of diversity of behaviors among Trans people. His efforts to enhance Trans’ social acceptability were commendable and well-accepted. His Institut fuer Sexual Wissenschaft (Institute for Sexual Research) succeeded in initiating viable sex-change strategies and offered a range of comprehensive educational and therapeutic services to their patients. This enlightened approach to a taboo topic made historic progress in 1920s Berlin. Nazi exclusionary edicts abruptly terminated it, with tragic conclusion.
Berlin of the early 20th century
lives in our hearts
If modern ultra-conservatives and “Christian” extremists consider their anti- Trans rhetoric to be a novel solution to their feverish longing for an America that once was, they ought to consult modern history.
Their play book has been lifted from the authentic Nazi script, circa 1933.
Early 20th century Berlin became known for its pioneering social enlightenment. It was a global magnet for artistic innovation and intellectual ferment. It also gained a reputation for hedonism, nightlife, and unprecedented sexual freedom. This was the liberated cultural context in which the Institute for Sexual Science (Institut für Sexualwissenschaft) blossomed.
Growing up in Virginia, my momma used to say to me that I sometimes “run around like a chicken with its head off.” That’s as perfect a depiction of any of my chaotic life as the month of June slips away. Duly noted.
You see, amid traveling, speaking engagements, fawning over a newborn grandson, greeting guests in my wife’s restaurant (and sometimes, yes, getting on her last nerve) and yard work, I failed to write something pertaining to Gay Pride Month. I really wanted to but never got around to it.
So while being confronted with the dual realities of the month coming to an end and the unrelated surge in hate mongering spilling into violence against LGBTQQI people, I decided to “go high.”
Women’s History Month has often focused on gender equality in STEM (science, technology, engineering, and math), and the lack thereof. The issues that result in low numbers begin early in life and continue into higher education. By the time students reach college, women are significantly underrepresented in STEM majors. Only around 19% of computer and information science majors are women. And only 38% of women who major in computers end up working work in computer fields.
The American Association of University Women (AAUW) has advocated for gender equality in the academic world and workplace over multiple decades. It’s recent suggestions for STEM education continue that advocacy and include:
Sport plays a significant role in creating communities as common bond is formed when individuals and teams compete celebrating their successes and failures with others.The Olympics is as much a peace movement as a sporting event with the Olympic flame a symbol of harmony, cultural plurality and togetherness. Athletes have been practitioners of Inclusion & Diversity (I&D) for decades meeting and connecting with people from other countries and backgrounds setting aside differences and developing a sense of fair play for all. Nicknamed “The Greatest”, Muhammad Ali is one of the most celebrated sporting figures of the 20th Century and he brought the whole world together when an estimated global audience of 1 billion viewers watched his famous “The Rumble in the Jungle” fight with George Foreman. In the 21st Century, major sporting apparel companies understand the ubiquitous commercial benefits of I&D as evidenced in the World Economic Forum article titled: The business case for diversity in the workplace is now overwhelming which stated:
“It is important for corporations to step up and advocate for diversity and tolerance on a public platform. A great example of this is Nike’s support of American football quarterback and rights campaigner Colin ` Kaerpenick. More than a marketing exercise, it showed the world that one of America’s best-known corporations was willing to stand aside one man in his battel against racial injustice and intolerance.”
As my 65th birthday approached my transgender personality had become desperate and demanded attention. Decades of self-deception did not bury my feminine self. She had in fact grown, despite isolation, neglect, and denial. I discovered a private dressing room, a place to give her a chance to breathe. I sought the aid of a therapist. Though I believed that I already had the answer, I asked whether I was, in her professional opinion, truly a transgender person. A dozen sessions later she affirmed my suspicion. Indeed I was transgender.
For decades my family had attended an orthodox synagogue. It was an exercise in cognitive dissonance for my hidden identity. Leviticus was at best conflicted about gender. I saw no possibility for reconciliation for Transgender vs. Judaism. Shortly after my therapist confirmed my identity, I heard breakingtransgender news that stole my attention.
At the tender age of 70, I have come out to the world as a transgender woman. Plagued by intractable anxiety and preoccupied with all things feminine I was surprised by the inescapableintersectionality conferred upon me involuntarily – that not only am I transgender, but I am a transgender Jew.
Judaism always seemed the right fit for me. Its implicit refutation of our dominant theology appealed to me. Personified by modern folk heroes like Einstein, Dylan (Zimmerman), and Koufax, it seduced me with inspiration. With teleological certitude Jewish Messianism offers the promise of a just revolution in our time and a profound endorsement of the counter-cultural impulse. It encouraged our rage against Nazis. It made us as one with all of America’s rejected minorities from the original Native Americans to the most recently-arrived Syrian refugees.
I embrace this rare classification with enthusiasm. I’ve discovered that transgender Jewry features an elite element that could not possibly include me. Or could it?
During my highly visible role as diversity and inclusion director at two Fortune 500 companies, I wrote internal articles, often when bias was a factor, read by people across the globe. I also had to make difficult decisions, sometimes with potentially significant financial consequences, for the organization. Following is a major decision I made and the national fallout in one company. That’s followed by a few responses I received in response to internal articles I wrote. Note that topics of sexual orientation or Islam/Muslims seemed to generate these messages to me:
