Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business, UHNW audiences
Americans Face Complex Tax Rules When Expatriating
How New Trust Laws Are Leaving Wealthy Families Unprotected
Six Tips for Helping Clients with Meaningful, Strategic Philanthropy
Philanthropy is making national headlines, with billionaires such as Laura and John Arnold pledging to give away startling percentages of their wealth, so generous that they’ve fallen off a list of America’s richest people. But the idea of giving isn’t solely the domain of the ultra‑wealthy. While the scale may differ, the motivations are alike. Wealth, at every level, is being viewed as a tool for impact.
Marisa Finkelberg's Mission to Prevent Suicide
The powerful story of Marisa Finkelberg, whose personal loss became the catalyst for a deep commitment to suicide awareness and prevention.
East Fishkill's Hometown Heroes ... 36 and Counting
This article provides an overview of a magazine's Hometown Heroes section, a series of monthly profiles of local Veterans.
The Choice You Didn't Know You Had: Dr. Mario Simon
This article is a business profile of life coach Dr. Mario Simon.
Chef Genevieve Meli with son Leonardo and husband Greg
This magazine cover story introduces Chef Genevieve Meli, a chef instructor, cookbook author, and award-winning grower. The farmhouse she once admired as a child is now home, where she and husband Greg are raising son Leonardo.
The Lessons in Warren Buffett’s Last Shareholder Letter
Warren Buffett’s Berkshire Hathaway farewell letter to shareholders was significant in many ways. In announcing he’s “going quiet,” he actually spoke volumes in terms of takeaways for investors, business owners, ultra-high-net-worth families and their advisors. Unmistakable was his tone of preparation, with subtle lessons to be learned in both business succession planning and family wealth stewardship, which inextricably go hand in hand. Ken Polk—author of The Spirit of Wealth Preservation, f...
Hometown Hero Dietrich Brengelmann
This community magazine article profiles a local Veteran.
Suprima Bhele Isn’t Afraid to Take Chances
Suprima Bhele’s natural curiosity, open-mindedness and courage have shaped her personally and professionally. At 17, she came to the U.S. to discover new opportunities unavailable to women in her home country of Nepal. Her experience at an all-women’s college shaped her idea of leadership into one of collaboration and community, emphasizing the importance of showing up for others rather than standing out for oneself. This is one in a series of MAKER profiles I wrote for Morgan Stanley Wealth Management.
The Leonardos: Wishes Granted
This magazine cover story highlights a family whose journey with the Make-A-Wish Foundation embodies the power of hope, generosity, and community.
Small Town, Big Tennis
This magazine article highlights the renovation and expansion of a small business.
Hometown Hero Michael Rahilly
This article is one in a series of profiles of local Veterans.
For Patrick Natale, Positive Attitude Wins the Day
Inspired by coach Chip Kelly, Patrick Natale believes excellence is built one day at a time, with consistent intention and positivity. This is one in a series of profiles I wrote for Morgan Stanley Wealth Management.
Justin Apollonio: Running for His Father
This magazine cover story features a young man who lost his father to cancer and now runs to honor him, raising awareness and support with every step.
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life decisions and empower future generations. Purpose-driven wealth serves as a reflection of family values and aspirations. When approached with purpose, it can transform financial assets into tools to strengthen relationships and create a lasting impact on society. With the right tools, thoughtful planning, and coll...