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
Advisors: HR Disasters to Avoid
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?"

Wall Street Journal Is The Next Generation Prepared To Fly High?
File Size: 1949 kb
File Type: pdf
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"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”   
Wealth Manager: “Black Wealth: An Undervalued Market Opportunity”
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

Bruce’s other work in Crain’s   
In Financial Advisor
In the New York Daily News
In the Christian Science Monitor
In Wealth Manager 
On Forbes.com
Academic articles citing Bruce’s work