Index of published writing available online
RECENT BUSINESS & FINANCIAL CLIPS
(scroll down for older and non-business samples)
FINANCIAL ADVISOR magazine
- LTC Carriers Dumping Policyholders: LTC rates are soaring (especially for women). Why? And what can you do about it? (May 2013)
- Getting A Fix On Fixed Income: Which areas look most promising? And where are the risks? (Feb 2013)
- World of Opportunities: Fund strategists name international investments that look promising for 2013 (Jan 2013)
- Custodians Evolve: New initiatives and traditional offerings provide better service. (Dec 2012)
- Cover Story: Getting the word out (Nov 2012)
- The 4% Solution: Is it still a feasible retirement withdrawal strategy? (Nov 2012)
- Bridging the Gap: Turning a difference in age from an obstacle into an asset (Sept 2012)
- Cover Story: Pearls of Wisdom (Aug 2012)
- A Golden Age: Does one of the fastest-growing assets of the past decade still glitter? (July 2012)
- Making The Money Last: How can advisors convince baby boomers to live within their means so they have enough for retirement? (Feb. 2012)
- Health-Care Contingencies: Clients need to be setting aside money for health care as part of retirement planning (Jan. 2012)
- Real-Life Yarns That Amuse and Teach: Advisors reminisce about first client meetings, personal limitations and surprising discoveries. (Oct. 2011)
- Caretaker Challenges: Clients who care for aging parents need more than financial and tax help from advisors. (Oct. 2011)
- Author! Author! What adding a book to your résumé can do (Sept. 2011)
- College Savings: Bumpy Road--The past 10 years haven't produced the hoped-for gains in 529 plans, so what now? (July 2011)
- Life Insurance: Using electronic data on applicants’ personal choices to assess risk. (June 2011)
- Elder Care: Handling the emotional web (Apr. 2011)
- Frontline News: What you should know about LTC deductions (Feb. 2011)
- Medical Bills: Health-care costs are rising faster than inflation, but sound planning can help (Feb. 2011)
- What the recent convulsions in the long-term care insurance business mean to you. (Jan. 2011)
- Advisors discuss how families can provide at-home care for a loved one—and defuse sibling rivalries that often result. (Nov. 2010)
- As trusts grow more popular, the need to appoint the right trustees becomes crucial. (Oct. 2010)
- How to help your clients avert inheritance lawsuits between their kids and a new spouse. (Aug 2010)
RESERVE magazine
- Handling Today's Big Market Risks (Fall 2012)
INSTITUTIONAL INVESTOR magazine
- Eliot Spitzer Says Goldman Case Shows That Banks Still Don’t Get It (May 09, 2012)
- The 2009 All-Russia Research Team: Signs of recovery abound ... Equity industries: Metals & Mining and Oil & Gas. Corporate Debt. Fixed-Income Strategy. (June 2009)
WINDOWS IN FINANCIAL SERVICES magazine
- OTC Derivatives System Debuts with Razor Edge on Competition. (Nov. 2009)
- Voices for Innovation Speak Up Online. (Nov. 2009)
- Innovation in Risk Reporting. (Nov. 2009)
- Guardian One Stop Shop for Balanced Living: Guardian's Living Balance Sheet organizes every piece of each account's financial picture in one place, and updates the information daily. (Spring 2009)
BANKRATE.COM
- College: What's new in college savings plans. (June 2009)
- College: When not to use a 529 plan. (June 2009)
- Debt: Hard times call for hard money choices. (Apr. 2009)
- Investing: What to do when companies cut dividends. (Apr. 2009)
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