Why You Should Buy Bonds, Especially If Obama Wins

posted in: Writing | 0

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It’s part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Trust & Estate Planning Basics

posted in: Writing | 0

As wealth management continues to evolve, greater emphasis is placed on a wider range of related disciplines. I was hired by SEI Investments to help craft a series of plain-spoken, short monographs on discreet topics in estate planning which ranged from medical directives to selecting a guardian for your children.