In the News | Sullivan Copywriting

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SULLIVAN COPYWRITING

Compelling communication is an investment,
not a cost.

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PORTFOLIO

Our work gets noticed.

Read a few samples of the content we've produced across a board array of topics, from crypto to financial advisory, and tax loss harvesting to planning for a Euro crisis.

GETTING PAID...IN BITCOIN?

With the continued rise, and normalization of crypto in society, more and more people are opting to receive salary in crypto. In this article, Steve reviews this growing trend.

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HODL WITH CRYPTO IN 401(K) PLANS?

In 2022, Fidelity announced plans to offer a Bitcoin allocation in 401(k) plans. Steve writes about this ground-breaking shift and what it means for financial advisors and their clients.

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TAX LOSS HARVESTING - WALL STREET'S BEST KEPT SECRET

Taxes are an ongoing albatross for investors, especially when it comes to talking about portfolio losses. Steve writes about Tax Loss Harvesting, which gives financial advisors and their clients an effective way to reduce the tax burden.

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Operational Planning for a Euro Crisis

In 2012, concerns grew quickly about the impact that a Euro event could have on financial institutions in Europe and around the world. Steve ghostwrote this article for the CEO of a leading investment operations consulting firm who held the CFA designation. The article was published in CFA Magazine.

Case Study - How Outsourcing Operations Fuels Growth

Investment operations is a time-consuming, and, if not done correctly, potentially costly set of functions for back and middle office teams. Steve interviewed numerous subjects to write and publish this case study for an investment operations outsourcing firm.

Website Content - Aberdeen Asset Management

Aberdeen Asset Management, a global asset manager, retained Steve to develop and write a series of content for its website. This post reviews the key advantages of Closed End Funds (CEFs).

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