An Act of Diplomacy

This story is from our monthly newsletter that offers communications insights, and hopefully, some amusing diversion.

5 Special Situation Stocks for Growth & Income

This article was written with Louis Navellier, founder and chief investment officer of asset manager Navellier & Associates. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Navellier as a contributor and to deliver original articles for them on a regular basis.

More RIA Consolidation Ahead

This is an editorial I wrote for Advisor Perspectives concerning the increasingly prominent role private equity capital plays in the RIA M&A landscape which was highlighted in a 2023 M&A conference held by Gladstone Associates.

ESG Integration Into Municipal Credit Analysis

I set up this collaboration between Business Ethics Magazine and CFA Institute. The eight-article series recaps the Institute’s ongoing research into the application of Environmental, Social and Governance (ESG) standards to investment analysis and selection.

ESG Influence In Credit Markets Grows

I set up this collaboration between Business Ethics Magazine and CFA Institute. The eight-article series recaps the Institute’s ongoing research into the application of Environmental, Social and Governance (ESG) standards to investment analysis and selection.

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