Selected Articles


See “Further Reading,” below, for Bruce’s work elsewhere on the web.

Financial Planning Articles


What to Know About Compliance Before Going Independent
Make Tech a Top Priority When You Make a Move
Time to Bail out on Treasurys
Core Conundrum for Investors: Bonds or Stocks
Advisors: Smart Ways to Manage Your Brand Online
Continuity Planning: Protect Your Clients & Practice
Bankrate.com: "7 Deadly Sins of Retirement Planning"
New York Daily News: “Jobless, Might as Well Act: Recession Spurs NYers to Chase Career Dreams” 
Digital Rivals: Weighing the Robo Threat
Foreign Dividend Stocks Offer More Promise
How to Find Unclaimed Money
Noncash Donations? How to Help Clients
Smart Ways to Use 'Hidden' Client Assets
Financial Advisor: “The Rush To Dynasty Trusts”

MainStreet.com Articles
Before the Cake & Wedding Dress: Couples Should Discuss Finances
Estate Plan Overhaul: Time to Shape Up Your Strategy


Wealth Management & Financial Planning
Wall Street Journal "Is the Next Generation Prepared to Fly High?"

"Annuities Find Favor With More Advisors," Financial Advisor, 9.2013
Private Wealth: “Wilmington Trust Offers Sobering View of U.S. Economy”
Financial Advisor: “Rebuilding Trust in a Post-Madoff Era”   
Financial Advisor: “Crafting A Comeback”  
CS Monitor: “Real Estate Investors Find Solid Gains Overseas”
Financial Advisor: “The Rush To Dynasty Trusts”
Bankrate.com: "Foreign Dividend Stocks Offer More Promise"
CNBC.com: "Time To Bail Out On Treasurys?"


Retirement

Bankrate.com: "6 Steps to Retirement"
Bankrate.com: "How Not To Destroy Your Retirement Portfolio"


Small Business

Crain’s New York Business: “Now, That is a Niche Business”
Crain’s New York Business: “Microlender Nurtures City’s Startups”
New York Daily News: “Word of Mouth: Scores of businesses are joining the conversation with Twitter, Facebook"


Uber Wealth

PWinsider: “Family Offices Face Opportunities, Challenges” 
Private Wealth: “Private Equity LPs Gaining Power, Experts Say”
Financial Advisor: “Fortune’s Fortress” (book review)
Wealth Manager: “Not The Beardstown Ladies’ Clubs: Peer-To-Peer Groups For Ultra Wealthy Raise The Bar For Wealth Managers”


Green Economy

FA Green: “Investors Eye Lithium”      
Crain’s New York Business: “Putting the ‘Green’ in Dry Cleaning”      
Portfolio.com: “A Greener Wash”
Internal Auditor: “Corporate Social Responsibility”


Personal Essays

ASJA.  "How I Learned to Love Social Media"

How I learned to Love Social Media!
File Size: 130 kb
File Type: pdf
Download File

The Writer: “Make Money Writing About Money” (by Jessica McCann)
Home & Away: “Into the Mystic” (with Beryl Goldberg)
The Scotsman: “The River, the Train, and My Father” 


Further Reading

In the New York Daily News
In the Christian Science Monitor
Academic articles citing Bruce’s work