Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events
  • Access to other award-winning ALM websites including and


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.


Ed transitioned from wealth management to freelance writing and has written for many of the financial service industry’s leading publications. These include Bloomberg Wealth Manager, CFA Magazine, Institutional Investor online, Financial Planning, Journal of Accountancy and the Journal of Financial Planning. He has published three books, including his most recent textbook, "Foundations of Computational Finance with MATLAB.” Ed has written numerous print and web articles for custom publishers and many of the largest U.S. and international financial services firms; he holds the Certified Financial Planner and Retirement Income Certified Professional designations. His most recent articles are listed at