Samples

Recent work for our clients

Website content

For Merrill Edge Guided Investing


 

https://www.merrilledge.com/article/how-guided-investing-can-help-you-overcome-investing-tendencies

 

 

 

 

For Global Institutional Consulting at Bank of America Merrill Lynch

https://www.bofaml.com/gic/global-institutional-consulting.html

For Merrill Edge Women and Retirement Investing

https://www.merrilledge.com/insights/women-and-retirement

Newsletter articles

For Boston Private

https://www.bostonprivate.com/vault/articles/the-importance-of-smart-estate-planning-1019

https://www.bostonprivate.com/vault/articles/quick-reminders-to-help-you-streamline-tax-preparation-and-filing-1007

https://www.bostonprivate.com/vault/articles/navigating-relationships-1006

Infographics

For MetLife/Brighthouse Financial

https://www.brighthousefinancial.com/education/living-in-retirement/4-ways-to-retire-with-confidence-and-keep-it-that-way/

Videos

For Merrill Edge

https://www.merrilledge.com/insights/planning-for-market-changes

https://www.merrilledge.com/insights/balancing-competing-goals

Blogs

http://www.xtracsolutions.com/article/finding-strength-vulnerability-positive-power-authenticity

http://www.xtracsolutions.com/blog/better-money-3-ways-motivate-today-s-workers

http://www.xtracsolutions.com/blog/the-secret-to-continuous-improvement

White papers

On Social Security timing

 

https://olui2.fs.ml.com/Publish/Content/application/pdf/GWMOL/ME-topic-paper

On Behavioral Finance view of Retirement Investing (Edited for submission to the Department of Labor)