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MAGAZINES
Magazine Journalism

I have written over 1,000 articles published by dozens of business magazines, newspapers, and trade publications around the world. These days, my magazine work chiefly appears in Wealth Management magazine and other finance publications.  

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Click on the links to read my most recent feature articles, profiles, and columns.

FEATURES

  1. Ten Best Business Books of 2024 for Financial Advisors 

  2. Nine Colleges with the Best Financial Planning Programs

  3. The Benefits of Substack as a Publishing Platform

  4. Myths and Realities about Special Needs Planning

  5. Financial Planning for Families with Disabilities 

  6. Nine Book Recommendations from Advisors to Get You Through the Summer 

  7. Are You Smarter than a College Financial Planning Student?

  8. 30 Years of Asset Class Returns

  9. Virtual Externship Offers Pathways for the Next Generation of Financial Planners

  10. Advising Childless and Child-Free Clients 

  11. The Ten Best Business Books of 2022 for Advisors

  12. Six Fallacies that Wreck Investment Portfolios 

  13. How My First Paying Work Prepared Me to be an Advisor

  14. Second Citizenships and Golden Passports 

  15. 10 Financial Planning Lessons Superheroes Can Teach Us 

  16. What's In Your Wallet? Financial Advisors Reveal Their Credit Card Hack

  17. Confessions of a Barred Broker 

  18. 20 Original Financial Planning Aphorisms 

  19. 10 Wrongheaded Market Predictions 

  20. The 12 Best Business Books of 2021 for Advisors 

  21. The Stoic's Guide to Financial Management

  22. Love Hurts: A Financial Advisor Breaks Up a Romance Scam

  23. Citizenship and Residence Programs at a Glance 

  24. The 15 To-Ranked, Instructor-Led CFP Programs 

  25. Confessions of a Barred Broker 

  26. The RIA's Niche: Helping the Wrongfully Convicted Build Secure Financial Futures

  27. Ten Finance Lessons From Broadway Musicals

  28. Six Lessons that Financial Advisors Can Learn from Netflix’s “Ozark”

  29. Some of the Greatest Motivational Quotes from CEOs this Year

  30. Lessons in Maximizing Payouts & Providing Exceptional Service from a Teenage Paper Route 

  31. Unforgiven: The Failed Apology of Equifax CEO Richard Smith 

  32. Defining Trust and How to Achieve It

  33. The Seven Deadly Sins of Apology 

  34. Launching Startup Kids 

  35. What is Marketplace Lending?

  36. Want Better Performance? Say You’re Sorry

  37. What Causes CEO Failure?

  38. How to Get the Most from Your CMO

  39. Where Are the Women?

Wealth Management GALLERIES 

  1. Ten Best U.S. Presidents for Financial Innovation and Performance 

  2. The Eleven Best Business Books of 2020 for Financial Advisors

  3. Ten Finance Movies Every Advisor Should Watch 

  4. Fifteen Must-Listen Podcasts for Financial Advisors 

  5. Ten Business Lessons from Famous Novels

  6. Fifteen Classic Books on Investing and the Markets

  7. The Ten Best Business Books of 2019 for Financial Advisors

  8. The Ten Best Business Books of 2018 for Financial Advisors 

  9. Ten Best Business Books of 2017 for Financial Advisors 

  10. Ten Best Podcasts of 2017 for Financial Advisors 

  11. Surrender a Universal Life Insurance Policy?

  12. Six Lessons Financial Advisors Can Learn from “Ozark”

  13. Ten Best Business Books of 2016 for Financial Advisors 

  14. Learning from Failure: Fear of Failure is Worse than Failure Itself

  15. An Advisor’s Guide to Peer to Peer Investing

  16. Seven Lessons Advisors Can Learn From Startups  

  17. The REP’s Guide to Ethical Wills 

  18. The Best Business Books of 2014

Wealth Management Infographic

An ongoing feature that displays trends and statistics of interest to financial professionals in an infographic.

  1. Six Charts that Illustrate the Financial Industry’s Lack of Diversity

  2. Eight Charts that Explain Millennials and Money

  3. Intergenerational Wealth Transfer 

  4. Ten Critical Differences Between the Democratic and Republican Tax Plans 

The Puzzler

Every other month, I present a brainteaser of the type that some companies occasionally use in the employee interviewing process. One reader with the correct solution is selected champion and receives a signed copy of my book, How to Ace the Brainteaser Job Interview.  Here are the latest Puzzlers in this series.

  1. Puzzler 128: Can You Be a Jeopardy Champion?

  2. Puzzler #126  Peripheral Vision and Other Common Sense Mindbenders 

  3. Puzzler #125 How Smart Are You about Company Name Origins? 

  4. Puzzler #124 Ten Finance Matchbook Puzzles 

  5. Puzzler #123 How Smart are you about the Annual and Lifetime Gift Exclusions? 

  6. Puzzler #120 Which Scrabble Tile Doesn't Belong?

  7. Puzzler #119 Can You Pass the U.S. Citizenship Test?

  8. Puzzler #118 How Smart Are You About Finance's Eponymous Adages? 

  9. Puzzler #117 Ten Finance Matchstick Puzzles 

  10. Puzzler #116 How Smart Are You About The Annual and Lifetime Gift Tax Exclusion?

  11. Puzzler #115 Twenty Trivia Questions About Financial Services 

  12. Puzzler #112 How Smart Are You The CARES Act? 

  13. Puzzler #65 How Much Do You Know About Charitable Giving? 

  14. Puzzler #64 How Much Do You Know About the Federal Reserve?

  15. Puzzler #63 Financial Word Scramblers 

  16. Puzzler #62 How Well Do You Know Financial Acronyms?

  17. Puzzler #50 November 2016 The Ultimate Logic Puzzler

  18. Puzzler #49 August 2015 If-Then

  19. Puzzler #48 June 2015 Hidden Countries

  20. Puzzler #47 April 2015 Pulley Puzzle

  21. Puzzler #46 How Smart Are You About Annuities? 

  22. Puzzler #45 Smart Are You About REITs? 

If I Knew Then . . . What I Know Now

An ongoing feature in which seasoned financial advisors answer a single question: what’s one piece of advice you wish you could offer the younger version of yourself just starting out in the financial services industry?

  1. Eric S. Davis and Michael Greco

  2. Dennis Clark and Philip Hildebrandt

Management Index

An ongoing feature in which I present statistics and factoids selected to help financial advisors make more informed and nuanced decisions.  The statistics are often focused on a single theme.

  1. Retirement and Credit 

  2. Retirement Then and Now

  3. Financial Literacy

  4. The Millennial Mindset

  5. Love and Marriage

Human Resource Executive

For HRE, I contribute feature articles and the “By The Numbers” column, an ongoing feature which offers a snapshot collection of illuminating factoids from the worlds of careers, commerce, and culture of interest to HR professionals.

  1. CHRO Succession at the Crossroads

  2. When It’s the Candidate’s Turn to Ask

By the Numbers: Factoids from the Workplace and Beyond

  1.  By the Numbers

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