Focus on financial services: asset management, fintech, private equity, hedge funds, ESG. I write and edit white papers, research reports, articles, case studies, profiles.
What Past Downturns Tell Us
During times of economic uncertainty, it’s helpful to look to the past.
Tax Myths vs Reality: Do You Know the Difference?
Take this quick quiz to find out if you know what’s true—and what’s not—when it comes to personal taxes.
4 Wealth Planning Considerations For Clients With Illnesses Or Disabilities
There’s no one-size-fits-all approach when it comes to wealth management. That’s especially true when chronic illnesses and disabilities are involved.
What it's like raising capital during a pandemic
Faced with risk averse investors and unreturned calls, here’s how founders managed the economic crisis.
Bullish baby boomers help fuel red hot small business M&A market
While plenty of small businesses owned by baby boomers were hit hard by the pandemic, there is also a large cohort of boomer businesses that have used the pandemic, and record low interest rates, as an opportunity to expand.
How Financial Wellness Is Different for Women
When it comes to understanding what financial wellness means for women, there's work to be done.
A Silver Lining In The Crisis: How Companies Are Finding Efficiencies
The coronavirus pandemic has forced many companies to make changes—from switching to remote work to experimenting with new business models.
4 Reasons Investors Should Look Into Digital Assets Infrastructure
But buying Bitcoin, Ethereum and other cryptocurrencies isn’t the only way to invest in this burgeoning market.
Bringing the dealer-to-client repo market to the digital age
So much of the credit and rates market has been digitized in recent years, but one part of the fixed income market still eludes widespread electronification: the dealer-to-client repo market.
How to Manage a Tax-Conscious Portfolio
This is Part 1 of Financial Advisor IQ’s five-part special report on how financial advisors can help their clients manage the tax impacts of their portfolios.
Death and taxes may be inevitable, but just as people look after their health to prolong their lives, advisors can minimize the impact of taxes to maximize clients’ earnings.
Cybercrime ramps up amid coronavirus chaos, costing companies billions
Data breaches are always costly but have become even more of an issue in recent months as cybercriminals ramped up to take advantage of coronavirus confusion.
Why millions of Americans are now tapping credit unions for loans
Research shows that credit unions tend to lend more than commercial banks during times of crisis.
Success Story - Delta Sky magazine
Write, research, interview for advertorial in Delta Sky magazine. I interviewed advertisers for a story about economic growth in the region.
Women Need to Think About Investing Differently Than Men
You know how to run a meeting, give a kickass presentation, and code an app that you’re developing on the side. But investing? Chances are you could do more.
For various reasons, investing continues to be dominated by men, and financial literacy tends to be lower among women, despite the fact that being a savvy investor is an important skill for anyone of any gender. According to the TIAA Institute – GFLEC Personal Finance Index, men showed higher financial literacy than women, answer...
Propelling Sustainable Development
Artificial intelligence, natural language processing and big data can better assess financial losses from climate change.