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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.  

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

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

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

  3. 30 Years of Asset Class Returns

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

  5. Advising Childless and Child-Free Clients 

  6. The Ten Best Business Books of 2022 for Advisors

  7. Six Fallacies that Wreck Investment Portfolios 

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

  9. Second Citizenships and Golden Passports 

  10. 10 Financial Planning Lessons Superheroes Can Teach Us 

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

  12. Confessions of a Barred Broker 

  13. 20 Original Financial Planning Aphorisms 

  14. 10 Wrongheaded Market Predictions 

  15. The 12 Best Business Books of 2021 for Advisors 

  16. The Stoic's Guide to Financial Management

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

  18. Citizenship and Residence Programs at a Glance 

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

  20. Confessions of a Barred Broker 

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

  22. Ten Finance Lessons From Broadway Musicals

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

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

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

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

  27. Defining Trust and How to Achieve It

  28. The Seven Deadly Sins of Apology 

  29. Launching Startup Kids 

  30. What is Marketplace Lending?

  31. Want Better Performance? Say You’re Sorry

  32. What Causes CEO Failure?

  33. How to Get the Most from Your CMO

  34. Where Are the Women?

Wealth Management GALLERIES 
Wealth Management Infographic

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

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.

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?

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.

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.

By the Numbers: Factoids from the Workplace and Beyond
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