Professional Projects
I am pleased to showcase my skills through this selected collection of projects, ranging from thought leadership white papers and decks on investing principles to hosting videos both on- and off-camera.
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What is the Optimal Portfolio Rebalancing Strategy?
Debunking Investing Myths Slide Deck
How various rebalancing strategies and prevailing market conditions can affect portfolio performance.
Co-authored with Nick Maggiulli.
Refutes common investing misconceptions, including:
• "Sell in May and Go Away"
• "Investing is Like Gambling"
How Do Presidential Elections Impact the Market?
Top 10 Visuals for Prospect & Client Meetings Slide Deck
The Financial Advisor's guide to answering election questions, with downloadable visuals. Written in 2024 ahead of the Presidential Election.
Illustrates key investing concepts, including:
• Why Time in the Market > Timing the Market
• How Various Withdrawal Rates Impact Retirement
2024 Advisor – Client Communication Survey
Quarterly Economic Summary Slide Deck
This survey, involving nearly 800 clients of financial advisors, uncovers how clients want to hear from their advisors and provides communication best practices.
A comprehensive deck featuring over 30 slides on market data, economic indicators, fixed income data, and top-of-mind "Charts of the Moment" trends.
Managing Rising Rate Environments
Monthly Market Wrap Slide Deck
This research examines how 10 distinct portfolio allocations and 11 individual asset classes performed in the last four rate hike cycles, including 2022-2023.
Slide deck containing data and visuals on equity performance, economic data, fixed income, and market trends from the last month.
Product Spotlight Video
Demonstrated Risk Profiles product feature with voiceover, illustrating the tool's advantages for financial advisors in a corporate training and TV-commercial style video.
Product Spotlight Video
Demonstrated Interactive Analysis product feature with voiceover, illustrating the tool's advantages for financial advisors in a corporate training and TV-commercial style video.
Client-Facing Videos
Webinar Host
Hosted webinar with Nick Maggiulli, COO of Ritholtz Wealth Management. Acted as emcee, managed pace of webinar in relation to planned agenda, and took audience questions.
Webinar Host: Quarterly Economic Update
Coverage of equity market, macroeconomic, and fixed income data along with a trending financial event from the previous quarter in a 5-minute on-camera video recap.
Webinar Host: Quarterly Economic Update
Host of What's Trending?
Coverage of equity market, macroeconomic, and fixed income data along with a trending financial event from the previous quarter in a 5-minute on-camera video recap.
Monthly video series covering the most-searched stocks, funds, and economic indicators by platform users to give viewers insights into which topics are trending in the financial world.
Product Marketing Projects
SEO impact: 1,938 Organic Search Positions / 108 in Top 3 / 9,751 Exp. Monthly Traffic
SEO impact: 3,124 Organic Search Positions / 35 in Top 3 / 10,371 Exp. Monthly Traffic
SEO impact: 1,138 Organic Search Positions / 30 in Top 3 / 3,655 Exp. Monthly Traffic
SEO impact: 3,527 Organic Search Positions / 131 in Top 3 / 4,495 Exp. Monthly Traffic