Jason Reagan Writer | Editor | Content Manager

2022 Investment Outlook, Parametric

2022 Bond Outlook, Parametric

Work Automation Powers Wealth Management, M-Files

Trump’s Recipe for Disaster, Financial Sense Podcast

China’s Regulatory Crackdown, Parametric

What is Impact Investing? Parametric

Tax Management and Tracking Error, Parametric

Concentrated Equity Risk Management:
Hedging Recent IPO Exposure, Parametric

Corporate Bond Market Insight, Parametric

Systematic Tax-Loss Harvesting in
Custom Core® Fixed Income Portfolios, Parametric

The 361-Day Challenge, United Capital

Solving the Knowledge Work Challenge (wealth management), M-Files

Client Information Management:
A winning game plan for Wealth Management, M-Files

Modern Work: Digital Transformation
Trends in Accounting, M-Files

Biden Tax Planning, Parametric

Fossil Free Investing, Parametric

Choosing physicals or derivatives in liability-driven investing, Parametric

Pre-event email, wealth management, M-Files

FinnFund, M-Files

FVCbank, M-Files

Syntal, M-Files

Washington University Investment Management, M-Files

Himmelwright, Huguley & Boles, M-Files

Valeo Financial Advisors, M-Files