Publications
- "China: Unhedged Risk in Your Portfolio?" FA Magazine
December 2011 - "Practical GRATS" Financial Advisor Magazine
February 2010 - "Roth Conversions: Pulling It All Together" Journal of Financial Planning
January 2010 - "Time to Euthanize Wealth Management Practices" Financial Advisor Magazine
March 2009 - "Out of the Style Box" Financial Advisor Magazine
February 2008








