Portfolio

Our work gets noticed.

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

Contributing
Writer & Editor

Here you'll find a few samples of content for which Steve has contributed writing of original content and editing of written articles for publication across website and other media.

1 / Taking the Road Less Traveled - Alternatives

Steve was a contributing writer and editor for an article written by Colin Gloeckler, CFA about Alternative Investing. The piece talks about the correlation between stocks and bonds, and makes the case for investing in Alternatives.

2 / Got Junk? The Case for High Yield

Steve contributed writing and editing services to an article written by Colin Gloeckler, CFA about High Yield (also known as "Junk") investing . The piece talks about divergence in asset classes, and makes the case for investing in High Yield.

3 / What's in Your ESG Portfolio?

Steve collaborated with Colin Gloeckler, CFA on an article about ESG investing. The thought leadership piece shows how many ESG funds are comprised of ESG-friendly companies, leading to claims of "greenwashing".

Writing Samples

Below are samples of thought leadership articles for which Steve generated the ideas, researched the topic, and wrote (or co-wrote) the piece.

Articles have been posted to company websites or published in a leading digital magazine.

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.

Image shows crypto price chart from article about cryptos in 401(k) plans.

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.

Image shows cycle of investor emotions in article about tax loss harvesting.

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.