- Financial Newsletters & Blogging
- Advisor Presentation Preparation
Equity Research Reports
We can provide professional equity research reports on either a ghost-written basis, with your logos and format, or using our logos. We can work with you to customize the report for length and detail.
Newsletters and Blogging
Whether one article or a series of pieces, we can provide thoughtful and timely commentary that engages investors. Click through for our work for the Baxter Credit Union's quarterly newsletter. We also specialize in blog creation and management with the ability to set your practice apart from the countless masses of other providers. As the sole content provider for the FinQuiz CFA prep blog, we have grown readership from zero to more than 170,000 page views in the last twelve months.
Presentation Materials and Reports
Commercial Real Estate Analysis & Marketing Packet
A PDF marketing brochure worked up for a client. Includes location analysis, DCF, valuation based on comparables and rents, marketing write-up, and cash flow analysis. Some of the assumptions on the PDF are outdated, but it's built off an Excel spreadsheet so everything is controlled and updated from one input page!
CFA Society of Iowa Brochure
This is a brochure created for the local CFA society. These can be very easy to make and a great way to market your business.
As contributors to various investing websites, we have developed the ability to write concise and interesting articles that draw page views. To date, over 500 articles and blog posts have received a total of more than 1.5 million page views and over 900 followers.
A contributor to the website StreetAuthority.com, analysis ranges from emerging markets to value-creating strategies.
Responsible for the Emerging Markets Week Ahead analysis, as well as weekly contributions for investing in Latin America on the website EmergingMoney.com
Myth #1 and first in a 20-part series written on a contract basis covering Michael Dever's book, "Jackass Investing." The book explores how the conventional wisdom in investing and portfolio management preaches little more than gambling. To date the articles in the series have gathered more than 90,000 page views.
Myth #10 in the book shows how the individual investor has the advantage in short-selling.
What Fantasy Football can Teach You about Investing
Published 9/9/2011, an editor's pick and highly-ranked on Google News.
Two Proven Investment Strategies that Work, and One to Avoid
Published 8/19/2011, Over 16,500 page views to date and an editor's pick on the website!
Need something else? Contact me so we can talk about how to best leverage our skills to provide your clients with the highest quality of service and asset management.