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  Gregory Taggart
Professional/Personal Overview
  I write engaging, well-sourced copy and always meet my deadlines. Bloomberg, Institutional Investor, President & CEO, Morgan Stanley, Fidelity, Schwab, One+, HNW, Bankrate.com, and Mint.com are among the many names I've written for. My goal is to always put the right word in the right place for the right purpose. In short, I'm a careful writer. For the evidence to back up this claim, see my writing samples below.
Work Info
Editor 14 Years
Reporter 16 Years
Writer 16 Years
Business (general) 30 Years
Law 30 Years
Personal Finance 30 Years
Total Media Industry Experience
16 Years
Media Client List (# assignments last 2 yrs)
NEA Member Benefits (3-5), Institutional Investor (3-5), President & CEO (3-5), OstlerJameson Publishing (3-5), One+ Magazine (1-2), Mint.com (1-2), Marriott Alumni Magazine (1-2), Lumin Publishing (1-2), Wealth Manager Magazine (1-2)
Corporate Client List (# assignments last 2 yrs)
Imagination (6-10), HNW (6-10), The Phoenix Companies (3-5), Private Wealth Management (1-2), MultiLing International (1-2), Brigham Young University (1-2)
Other Work History
*Columnist - Bloomberg Personal Finance
*Regular contributor - Bloomberg Wealth Manager
*Institutional Investor
*Regular contributor - Wealth Manager magazine - SBM
*Third Age
*Morgan Stanley
*Fidelity+ and Fidelity Focus
*Schwab's OnInvesting
*VSA Partners

*Connect Public Relations

*Lecturer - Brigham Young University
*Staff Attorney/AVP - Michigan National Corporation
*Agent - Northwestern Mutual
*Partner - Financial services firm
*Script Supervisor

TOPICS I have written on:
*Personal finance
*Charitable giving
*Estate planning
*Tax planning
*Retirement planning
*Book reviews
*Life insurance
*Health insurance
*Long-term care insurance
*Prenuptial agreements
*Life science
*Physical science
Computer Skills
Mac (OS10) and PC (XP)
MICROSOFT Word, Excel, Powerpoint
Adobe Acrobat Pro
Technical Skills
Former attorney
Life, health, and disability insurance licenses - in previous career
Series 7 - previous career
AP, Chicago, MLA, and APA style
Fully functional home office, including IMac, MacBook Pro, scanners, printers, digital cameras and video recorders voice recorder,
Foreign Language Skills
Speak and read Portuguese and Spanish.
*Knowledgeable in banking, consumer, corporate, and real estate law; qualified and non-qualified retirement plans; institutional investing, and insurance law, among other issues.
*I have taught writing at Brigham Young University since 1998.
Freelancer Availability
I freelance full-time. I live near Salt Lake City, UT. I am willing to travel anywhere. I have a driver's license. I have access to a car.
Work Samples
Magazine Articles - Financial  
(Institutional Investor, 6/1/2011)
Article about swap execution facilities or SEFs in Capital Markets section of the magazine.
(Marriott School of Management, 1/1/2008)
Article on inflation for the alumni magazine of the Marriott School of Management at Brigham Young University. For this piece, I interviewed economist John Williams, publisher of Shadow Government Statistics, and Barry Ritholtz, CEO and Director of Equity Research at Fusion IQ, among others.
(Wealth Manager, 11/1/2007)
Article on the 10b5-1 pre-established trading plan and the blind trust, two safe harbors from charges of insider trading. For this piece, I interviewed a variety of wealth managers and advisors who have dealt with this issue.
(Bloomberg Wealth Manager, 10/1/2004)
Article on the financing of life insurance premiums in trusts to benefit the heirs of wealthy individuals. For this piece, I interviewed advocates and critics of the practice as well as with insurance company and bank executives.
(Bloomberg Wealth Manager, 12/1/2003)
Article evaluating methods of measuring portfolio risk. For this piece, I interviewed Nobel laureate and father of modern portfolio theory Harry Markowitz; Ron Surz, president of PPCA; and Barry Schachter, managing director of risk management at SAC Capital Advisors, among others.
(Bloomberg Wealth Manager, 10/1/2003)
Article on the need for commodities in the asset allocation of an investment portfolio. For this piece, I interviewed the portfolio/product managers for the Oppenheimer Real Asset Fund, the PIMCO Commodity Real Return Strategy Fund, and the Rogers Raw Materials Index Fund, among others.
(Bloomberg Wealth Manager, 11/1/2002)
Article on getting and keeping wealthy clients. For this piece, I interviewed a variety of wealthy individuals, managers of their family offices, and other wealth managers and advisors.
Online Publications - Financial  
(Quickenblog.com, 6/8/2012)
First in a series of interviews with fund managers, each of whom pursues a different investment style.
(Quickenblog.com, 2/15/2012)
What individual investors can do to benefit and protect themselves from the crisis in Europe.
(Mint.com, 2/14/2012)
What individual investors can do to benefit and protect themselves from the crisis in Europe.
(NEA Member Benefits, 1/12/2012)
The basics of Medicare.
(Institutional Investor.com, 12/23/2011)
A look at the proposed BRICS stock exchange.
(Mint.com, 7/4/2011)
charitable contributions, tax deductions,
(Institutional Investor.com, 6/7/2011)
A discussion of the new regulations on SEFs.
(NEA Member Benefits, 4/2/2011)
Article discussing the major types of ID theft and how to protect yourself from them.
Various Titles
(Northern Trust, 4/1/2011)
Quarterly, no-byline articles for a Northern Trust newsletter for advisors. By contract, I cannot link to them. Began writing articles in May 2010.
(NEA Member Benefits, 2/28/2011)
Article on homeowners insurance basics.
(NEA Member Benefits, 1/4/2011)
Article the discusses how teachers can finance National Board Certification.
(NEA Member Benefits, 11/29/2010)
Article discussing the basic provisions of long-term care insurance.
(Wealth Manager, 5/1/2008)
This link leads to 10 different stories I wrote for Wealth Manager, a Summit Business Media publication.
(Bankrate.com, 11/30/2007)
The world of credit cards is getting more complicated, if that's possible. More and more retail stores are teaming up with American Express, MasterCard or Visa to issue credit cards that carry the name of the store and the logo of the card issuer. But they also still offer cards that can be used onl
(Third Age/Bankrate.com, 8/27/2007)
Every year after the age of 40, you receive your Social Security benefit statement about two months before your birthday. You probably add it to the "to do" pile in your home office. But maybe you should spend a little time reading it to make sure Uncle Sam has his facts straight.
(Bankrate.com, 6/12/2007)
I did it. After talking to Scott Bilker, creator of Debtsmart.com, I just had to try a balance transfer to take advantage of a zero percent APR offer I had received recently. You see, I had a $3,000 balance on my credit card and an unforeseen cash-flow problem. And Travelocity came to the rescue
(Bankrate.com, 2/26/2007)
Why would consumers who have debt trouble opt for a fee-laden subprime credit card rather than a less expensive secured credit card? "Marketing. Marketing. Marketing." That's how . . .
(Bankrate.com, 11/14/2006)
Everyone knows that your credit score is important to your financial life, affecting the rates you get for mortgages, credit cards and insurance. Improving your score may save you thousands of dollars in interest. So would it help your score if you got rid of a credit card?
(Bankrate.com, 9/5/2006)
Hurricanes, tornadoes, floods, fires -- it seems one part of the country just recovers from a natural disaster when another kind occurs somewhere else. To help victims of these disasters get back on their feet, insurance companies and partner banks have devised catastrophe claim cards, or "CAT" c
Magazine Articles - Art, Design, Travel  
(Lumin/Zionsbancorporation, 1/1/2008)
In the center of St. George, near the intersection of Tabernacle and Main Streets, stand a variety of commercial, government, and religious buildings. The St. George Tabernacle, a two story, red sandstone building dedicated in 1876 with a towering white spire, graces the intersection. The city's new
(Bloomberg Personal Finance and Bloomberg Professional magazines, 6/1/1998)
The scene resembled a grade-school field trip to the Virginia countryside. As the owners of Tiger Valley Estate looked on with anticipation, artist blacksmith Nol Putnam, X-Acto knife in hand, busily reshaped cardboard leaves the size of tall children, then tacked them to a wooden frame traversing t
Magazine Articles - Profiles  
(Marriott School of Management, 2/1/2002)
You pull up to seven Gs in a bobsled--seven times earth's gravitational pull. It's tough sledding. Fraser Bullock knows that from his experience on the bobsled track at Utah's Olympic Park. He had just signed on as CFO and COO of the Salt Lake Olympic Committee and wanted to understand what it
Marketing - Brochures, Pamphlets, etc.  
(FranklinCovey, 1/1/1997)
Brochure for Covey Leadership Week
(FranklinCovey, 1/1/1997)
Brochure for Covey Leadership Week.
Online Publications - Travel  
(One+ Magazine, 2/1/2011)
Article about staying productive on the road.