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About Me

A creative and dynamic writer with diverse experience positioning brands, products, and services.

INSPIRE your audience, INFORM your readers, ENGAGE your community and ELEVATE your message.

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Legal Research and Writing

A conceptual and strategic thinker, skilled at creating messaging that can resonate with a range of audiences.

Some Examples of My Work

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Mythbusting Munis

There is a lot of information out there about municipal bonds. Some of it is good, but not all of it is helpful, which is why we wanted to shed light on the truth behind four popular misconceptions your clients might have about municipal bonds.

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The Rising Tide of Liquid Alts-
Why Now May Be the Time to Take the Plunge.

Liquid alts (liquid alternative investment strategies) are becoming mainstream. And smart advisors will want to be prepared to talk to clients about what liquid alts are and why they matter.

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Emerging Markets Capitulation: Are We There Yet?

Probably not. There is a fire sale going on in emerging market assets right now and there’s probably more volatility on the horizon.

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Think Ahead of the Curve and Get a Jump on Inflation

It has been said that the best time to buy insurance is when you think you don’t need it—and when you do need it, it’s often too late. This same wisdom may well extend to inflation protection as well.

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With Retirement Income, a Bird in Hand May Be Worth Two in the Bush

A variable annuity with an optional living benefit can help give investors the security they need to feel more confident about the future because it lets them lock in a guaranteed
withdrawal rate as opposed to taking a chance on the market or interest rates.

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Investing in Emerging Markets:
How to Break Free from the Herd.

A basic tenet of contrarian investing is the belief that the crowd is always wrong—or at least wrong enough so you might be able to turn a profit by betting against the herd.

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Tax-Smart Investing with Tax-Free Municipal Bonds

Ease your tax bite with municipal bonds. There is nothing like tax season to help you realize it's not always what make that matters, but what you keep. 

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The Case for Diversification

The Natural State of Things is Constant Motion

Why Diversify? Assest classes rotate in and out of favor. Yesterday's winners become tomorrow's losers and today's losers could ventually rise to the top and become winners again.  

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Lessons from History

Income Strategies in a Rising Rate Enviornment

Remembering when... U.S. Treasuries have been in a secular bull market for more than 30 years. 

Some invetsors may not know anything different or remember the events leading up to the recent historic bond market run. However, it was a period, well worth noting.

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Portfolio Manager Insight

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Market Commentary

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Market Commentary

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Contact Me

Contact Me:

415.828.4106

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Writing | Editing | Copywriting | Storytelling | Content Strategy | Research | Analysis | SEO Keyword Optimization | Whitepapers | Blog Articles | Interviews | Video Scripts | Flyers | Brochures | Newsletters | Email Marketing | Social Media | Case Studies | Annual Reports | Portfolio Commentaries | Stock Profiles | Market Overviews

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