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Index of published writing available online


(scroll down for older and non-business samples)

- ESMA Unveils New Rules for Research (Jan. 15, 2015)
- FCA’s Proposal to Ban Research Commissions Rejected (Nov. 21, 2014)
- In Europe, Unbundling Proposals Spark Anxiety, Opposition (Oct. 2014)
- 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)

- How I Solved It: Using Life Insurance for the Living (Feb. 1, 2019)

- Shocking Disparity In LTC Insurance Rates (Jan. 10, 2019)
- Big Changes Ahead: Simplification, lower fees seen for annuities in 2019 (Jan 2019)
- Advisors Catch Their Breath During The Holidays (Dec. 27, 2018)
- How Second Marriages Can Wreck Retirement And Estate Plans (Dec. 26, 2018)
- Handing Over The Reins To Your Practice (Dec. 14, 2018)
- Unexplained Hemorrhaging Of Cash From IRA Prompts Call For Help (Dec. 14, 2018)
- Most Basic Client Problems Are Sometimes The Hardest To Solve (Dec. 5, 2018)
- Universal Life Insurance: Past Its Prime? (Dec. 2018)
- Ohio National Pulls Out Of Commission Agreements; Lawsuits Ensue (Nov. 21, 2018)
- Social Taboos At Root Of Women's Low Retirement Savings, Advisor Says (Nov. 15, 2018)
- Sponsor Insights: An Index-Linked Annuity With Buffer And Floor Options (Nov. 1, 2018)
- For Annuities, It's Looking Like A Very Good Year (Nov. 2018)
- John Hancock Goes Interactive. Should You Be Worried? (Sept. 26, 2018)
- New York Life Launches LTC Insurance Designed For Middle-Class (Sept. 12, 2018)
- Insurance Takes On Millennials (Sept. 2018)
- People Over 60 Fastest-Growing Segment Of Student Loan Borrowers (Aug. 30, 2018)
- Some Doubt LTC Insurance Industry's Future As Premiums Spiral Upward (Aug. 23, 2018)
- Using Annuities In 401(k)s: The Debate Continues (Aug. 20, 2018)
- & Sept. 2018)
- New York State Floats Its Own 'Best Interest' Standard For Insurance (Aug. 1, 2018)
- The Portfolio For Retiring In San Diego Depends On Location, Location, Location (July 27, 2018)
- Retire In San Francisco? Here's The Minimum Portfolio A Client Would Need (July 20, 2018)
- The No. 1 No-No When Dealing With Divorcing Clients (July 19, 2018)
- Health Problems That Can Decimate Client Portfolios (July 13, 2018)
- The DOL Rule Is Dead: What's That Mean For Annuities? (July 5, 2018)
- FAs Using AI (July 2018)
- Here Come New No-Load Insurance Policies (July 2018)
- Uncapped Fixed-Indexed Annuities (June 2018)
- Sponsored Content: Annuities: A Perfect Fit For A Fiduciary (June 2018)
- Annuities Can Fit With A Fiduciary Practice, Prudential Exec Says (May 21, 2018)
- Annuities Can Help or Harm Medicaid Eligibility (May 11, 2018)
- Using An HSA To Fund LTC (May 1, 2018)
- Life Insurance in the Age of Shrinking Estate Taxes (Apr. 16, 2018)
- DNA Data and Long-Term-Care Insurance (Apr. 2018)
- Insurance-Linked Securities (Jan. 2018)
- Annuity Sales Dip, Again (Jan. 2018)
- Variable Annuities Diversify Abroad (Dec. 2017)
- How To Pay For Long-Term Care (Nov. 2017)
- An Annuity That Helps Advisors Buck The 'Complications' (Oct. 20, 2017)
- Using Life Insurance In Retirement (Oct. 2017)
- Advising Hurricane Survivors (Sept. 18, 2017)
- Debunking Annuity Myths (Aug. 9, 2017)
- Variable Annuities As Pension Plans? Consider A VAPP (July 17, 2017)
- HSAs: Little Understood, But Here To Stay (July 2017)
- 1031 "Like-Kind" Exchanges Are Under Fire. Again (June 29, 2017)
- How Savings Levels Affect Annuities Sales (Mar. 1, 2017)
- Investing In Mexico In The Trump Era (Mar. 2017)
- Easing The Tax Bite of Deferred Annuities (Jan. 12, 2017)
- FINRA Targets VA Sales, Again (Jan. 6, 2017)
- Life Insurer Challenges (Jan. 2017)
- Future Looks Bright For This Fast-Growing LPL Hybrid Firm (Dec. 29-30, 2016)
- Trump Market Joy Ride Could Get Bumpy In 2017 (Dec. 28, 2016)
- A New Platform Provides a Different Approach for Annuities (Dec. 27, 2016)
- A Big Chill for 2017 (Dec. 26, 2016)
- More LTC Policy Collapses (Dec. 6, 2016)
- Emerging Markets: A Year of Wild Headlines (Dec., 2016)
- The Future of Obamacare (Nov. 3, 2016)
- Annuities' Future (Nov. 2016)
- Jackson National Launches A Fee-Based Variable Annuity (Oct. 17, 2016)
- Should Your Retired Clients Sell Their Homes? (Sept. 15, 2016)
- DOL Rule May -- Or May Not -- Be Cause Of Drastic VA Sales Drop (Sept. 14, 2016)
- How Advisory Firms Can Stay Competitive With Employee Benefits (Aug. 31, 2016)
- SPONSORED CONTENT: A Holistic Approach To Retirement Planning (Sept 2016)
- Insurance Experts Survey Post-DOL Annuity Landscape (June 2016)
- Mixed Blessings for Annuities (May 2016)
- Jane Bryant Quinn Is Cautiously Optimistic About DOL Rule (Apr. 11, 2016)
- Best-Selling Author Tony Robbins Enters Advisory Business (Apr. 5, 2016)
- High Noon In Annuity City (Feb. 29, 2016)
- Hybrid LTC Policies Proliferate (Feb. 2016)
- Variable Annuities Year-End Round Up (Dec. 9, 2015)
- Will Emerging Markets Emerge In 2016? (Dec. 2015)
- Annuity Sales Are Soft. But why, and what lies ahead? (Dec. 2015)
- Top Advisor Says Don't Be So Quick To Dismiss Variable Annuities (Nov. 2, 2015)
- Quarterly Sales Jump For Variable Annuities (Nov. 2, 2015)
- How To Handle Clients In Distress (Nov. 2015)
- The Best Mentoring: What are the best ways to manage junior talent? (Oct. 2015)
- Favorite Child: Stripped-down, low-cost variable annuities are selling surprisingly well. (Sept. 2015)
- Trimming The Sails In Long-Term Care: Despite fewer carriers in long-term care, there are more options than ever for an aging population. (July 2015)
- FIAs: Equity or Fixed Income, or Something Else Entirely? (June 2015)
- The Long And Short Of It: Longevity annuities and QLACs get a lift from the Fed, but can that boost their numbers? (Apr. 2015)
- 529s Still A Haven (For Now): Reaction to Obama’s proposal shows how prized 529 plans are. (Mar 2015)
- Another Road To LTC Coverage: LTC riders on annuities may be a good option for some clients. (Feb 2015)
- Income Quest: Annuities provide many accumulation and distribution options—at a cost. (Jan. 2015)
Is The Party Growing Old For VUL?: These life insurance policies have benefited greatly from the bull market, but questions remain (Oct. 2014)
- Income Riders: Is the popular annuity feature a good deal or an overpriced promise? (Sept. 2014)
- Providers Pursue Kids for Parents' LTC Costs: In 28 states, fillial-support laws are on the books (Aug. 2014)
- LTC Funding Options: In many cases, life insurance with long-term-care benefits makes sense (July 2014)
- Understanding Medicare: Advisors should be aware how quickly and easily even middle-class clients can fall into Medicare peril (June 2014)
- News: MetLife, Prinicipal Speed Up Term Life Approval Process (May 14, 2014)
- COVER STORY: The Road To Amazing Growth: Peter Mallouk’s Kansas firm has become a $10 billion powerhouse in less than 10 years (Feb. 2014)
- The Changing Face of Health Insurance: Much like they did when 401(k) plans were new, advisors need to help clients tackle a tremendous learning curve (Jan. 2014)
- Owner Worries: Small businesses are facing an unusual moment (Dec. 2013)
- Double Duty: Carefully managed charitable contributions can boost retirement income (Nov. 2013)
- Debunking Long-Term-Care Insurance Myths (Sept. 2013)
- Recruiting In A Bull Market: Some broker-dealers struggle to find talented FAs. Here are a few strategies (Aug. 2013)
- U.S. Equities: View from the Peak? (July 2013)
- 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)
- 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
- Moving with the Curve: Interest Rate Strategies (Fall 2013)
- The Importance of Stability in Estate Planning (Summer 2013)
- The Search for Yield (Spring 2013)
- Handling Today's Big Market Risks (Fall 2012)