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Articles that I have ghostwritten, edited, or written under my own byline have appeared in many publications. For obvious reasons, the list below only links to items that have appeared under my byline.
Financial planning/investment management publications
- Advising Boomers
- Advisor Perspectives
- “Behavioral Finance – A Three-Part Model for Client Relationships “
- “Dan Fuss: The 50-Year Opportunity in Bonds”
- “Carmen Reinhart on Lessons from Past Financial Crises”
- “Investment Strategy Blogs Slow to Influence Financial Advisors”
- “Stable Risk Portfolios: Timely Alternative to Static Asset Allocations?”
- “Time to Invest in Frontier Market Stocks?”
- “The Four Top Investment Strategy Challenges for Investment Advisors”
- “Hedge Funds in High Net Worth Portfolios”
- “Will the U.S. Subprime Crisis Be as Bad as History Suggests?”
- CFA Magazine
- “Investing in Yourself Conference Offers Career-Savvy Advice”
- Financial Planning
- Registered Investment Advisor
- Trusts & Estates
- Vested
- Wealth Manager
Mutual fund and investment management executive publications
- “Getting the Biggest Bang for Your Buck at Conferences” AIMSE Advisor
- “M&A Offers Opportunities to Marketing Directors” AIMSE Advisor
- “SEC Hedge Fund Registration: Dead or Alive?” AIMSE Advisor
- Mutual Fund Market News (now Money Management Executive)
Retail financial publications
- Bottom Line/Personal
- Louis Rukeyser’s Mutual Funds
Banking publications
- “Mysteries of Marketing in the Land of Tomato Bank,” American Banker
- Various banks’ proprietary newsletters
New England publications
- Boston Business Journal
- Boston Globe
- Boston Security Analysts Society News
- “On time, too late to invest internationally?” Women’s Business