Direct Indexing: Maximizing Tax Value & Fueling Growth

Wealthies Circle Podcast: A Look Into 2022 for Financial Advisors with Cetera's John Pierce

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Advisor Innovations: LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship

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Riskalyze Fintech Report Card: November 2021

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Proven Tips to Grow Your Business in 2022

Review of Reviews: “Probate Litigation,” University of Illinois Law Review (forthcoming 2022)

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Review of Reviews: “How Soon Is Now: Estate of Moore & The Unraveling of Deathbed Estate Planning,” Quinnipiac Probate Law Journal (2021)

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Review of Reviews: “Estate Planning for Retirement Benefits After the SECURE Act,” 46 ACTEC L.J. 79 (2020)

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Review of Reviews:“Revoking Wills,” Notre Dame Law Review (forthcoming 2021)

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Review of Reviews: “Empowering Black Wealth in the Shadow of the Tulsa Race Massacre,” Tulsa Law Review (2021)

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