Tracy Needham

Wrote the content of this brochure that markets a new Delaware Statuatory Trust (DST) to accredited investors.

Eight-page guide to help a financial advisory firm's clients decide the best time to start claiming their Social Security benefits. Audience: Investors

This piece was written to provide context for the shareholder about the overall economic environment, before they read the fund manager's commentary. It was used in all of the fixed-income semi-annual reports. Audience: Investors

Wrote the articles for this quarterly newsletter going out to electric co-op employees participating in the national association's 401(k) plan. Topics included 401(k)s vs Roth IRAs and explaining why a value equity fund was underperforming.Audience:…

White paper on the investment opportunity in global water sector stocks and potential benefits for the investor's portfolio. Audience: Financial Advisors and Investors

Sales piece with an overview of the investment opportunity in the water sector, with a brief introduction to the firm's global water fund. Audience: Financial Advisors and Investors

An educational piece about key concepts and terms for fixed income investing. Audience: Investors

Self-mailing jacket for customers who had requested an IRA rollover kit. Copy is designed to reinforce their decision and encourage follow-through. Audience: Investors

Asset manager white paper discussing five key drivers for investment in alternative energy companies. Audience: Financial Advisors, Investors, Institutional Investors

Q&A with the lead fixed income portfolio manager. Addresses recent performance and positioning for rising interest rates while educating readers about his portfolio strategies.Audience: Financial Advisors, Institutional Investors, Investors