Projects Authored
Contributing-author projects

  •  The Encyclopedia of Personal Finance (2000-present)

              An interactive CD compendium of financial and investing knowledge,
             including articles, tutorials, quiz questions, and calculators.

            Precision Information, LLC
             Available at  www.educatedinvestor.com.

  •  The Rating Game (2000)

              A statistical analysis of the "average" American.
            Facts That Matter, Inc.

  •  Policy and Procedure Manual, Open Arms, Inc. (1994)

              Manual for social service organization in Dodge County, Wisconsin.
              Open Arms, Inc.


Authored tutorials

for The Encyclopedia of Personal Finance

  Advantages of Mutual Funds
 An Introduction to Initial Public Offerings
 Asset Allocation: Creating a Portfolio
 Brokers, Specialists, and Market Makers
 Commissions
 Comparison of Common Stock and Preferred Stock
 Conservative Mutual Funds
 Corporate Bond Mutual Funds
 Dollar Cost Averaging
 Earnings from Mutual Funds
 Front-End Loads vs. Back-End Loads
 Government Bond Mutual Funds
 Growth Mutual Funds
 Income Funds
 Individual Retirement Accounts (IRAs)
 Introduction to 401(k) Plans
 Introduction to 403(b) Plans
 Introduction to Bond Features
 Introduction to Bond Funds
 Introduction to Bond Terminology
 Introduction to Certificates of Deposit (CDs)
 Introduction to Debt Securities
 Introduction to Government Bonds
 Introduction to Growth and Income Funds
 Introduction to Index Funds
 Introduction to Margin
 Introduction to Money Market Funds
 Introduction to Money Market Securities
 Introduction to Municipal Bonds
 Introduction to Mutual Fund Prospectuses
 Introduction to Mutual Fund Terminology
 Introduction to Mutual Funds
 Introduction to Treasury Bills
 Investing for Income
 IRA Deductions
 IRA Distributions
 Load and No-Load Funds
 Money Market Deposit Accounts
 Municipal Bond Funds
 Mutual Fund Choices
 Mutual Fund Expenses
 Mutual Fund Sales Loads
 Negotiable Certificates of Deposit
 Net Asset Value
 Organization and Management of Mutual Funds
 Overview of Investment Options
 Revenue Bonds
 Secured and Unsecured Bonds
 Small and Medium Savings CDs
 Small, Mid, and Large-Cap Stocks
 Socially Responsible Investing
 Special Types of Individual Retirement Accounts
 Stockholder Rights and Privileges
 Taxable Equivalent Yield
 Taxes in Mutual Funds
 The Language of Retirement Planning
 The Roth IRA
 Types of Investment Risk
 Types of Mutual Funds
 Types of Preferred Stock
 Types of Stock
 Understanding Bull and Bear Markets
 What Are Stocks and the Stock Market About?

  Tutorials reprinted by Intuit, New York Life, Morningstar, Ameritrade, Investment        
 Advisor, SafeCU, Bisys, FSO Technologies, CUNA, Anchor Bank, and Bob Brinker.


Authored books and booklets

  •  115 Ways to Reduce Anxiety (2006)

             Booklocker
   
  •  202 Ways to Pinch Pennies Without Sacrificing Your Quality of Life (2005)

             Mike Marcoe


Authored articles

for The Rating Game

  •    Acne
  •    Bank Accounts
  •    Bankruptcy
  •    Catholics
  •    Computers
  •    Death
  •    Driving
  •    Exercise
  •    Eyesight
  •    Hunting and Fishing
  •    The Internet
  •    Religion
  •    Suicide


for Your Retirement Watch, Sentry Insurance

  •    Q and A: Advantages of Compound Interest (Fall 2005)
  •    Managing Risk and Your Retirement Portfolio (Fall 2005)
  •     Effects of Inflation on Investments (Winter 2006)
  •    Catch Up on Your Retirement Plan Contributions (Winter 2006)
  •     Benefits of 401(k) Plans to Employers (Winter 2006)
  •     The Benefits of Benefits (Fall 2006)
  •     Target Your Retirement with a Portfolio Designed for the Year You Retire (Win 2007)
  •      Can You Retire on Social Security? (Winter 2007)
  •      The Risks of Growing Old in America (Winter 2007)
  •      Should You Have a Target Retirement Account? (Winter 2007)
  •      Where Does Social Security Fit into My Retirement? (Winter 2007)
  •      Can You Afford to Retire? (Winter 2007)
  •      Where Will You Live in Retirement? (Winter 2007)
  •     Will You Need -- or Want -- to Work in Retirement? (Winter 2007)
  •     Tips for Choosing a Target Retirement Account (Winter 2007)
  •     The Social Security Dependency Ratio (Winter 2007)
  •    Making Target Retirement Accounts Fit Your Retirement Needs (Winter 2007)
  •      Immediate Annuities (Winter 2007)


for Dollar Stretcher, September 2004

  •       Save Like a Student, Even if You Aren't One


for Volume 1 magazine

  •       Twa Corbies (Jan 2003)
  •       Freecycle (Nov 2004)

for The Internet Review of Books



Co-authored grant writing

for Asset Builders of America

  •  Grant application to the Ford Foundation, on behalf of the CLIMB program


Glossaries

  •   Glossary of investment terminology, for the Encyclopedia of Personal Finance (2000)
  •  Glossary of investment terminology, for Investor Glossary (2006)


Fiction stories

  •  Cheerleaders

             in Storybytes

  •  Thanksgiving

             in Volume 1 magazine (winner of first annual fiction contest)

  •  Green Passion

              in the Amazon Shorts program

  •  5 West

             in the Amazon Shorts program

  •  Is This Murder or What?

              in the Amazon Shorts program


Books edited

  •   Investment Management Consultants Association

        Journal of Investment Consulting, November/December 2002

  •   Capital City Press (2004-2006)

        Famous American Crimes and Trials
       Psychology of Prejudice and Discrimination
       Community Preparedness and Response to Terrorism
       Childhood Lost
       Murder 101: Homicide Investigation
       Organ Donation and Transplantation: Body Organs as an Exchangeable
            Socio-Cultural Resource
       Fatal Fortune
       Caribbean Popular Music
       Our Earth's Changing Land
       The Man and His Wings: William A. Wellman and the Making of the First
           Best Picture
       Daring Wives


  •   Peter Lang Publishing Group (2005-present)

        Software and Sociality
       Politicotainment
       Black Children's Literature Got de Blues
       Emotional Intelligence
       Doing Democracy: Striving for Political Literacy and Social Justice
       Terrorism and the Press: An Uneasy Relationship
       Sports Rhetoric


  •   University of Wisconsin Learning Innovations (2001-2002)

        Contemporary Moral Issues
       Introduction to Mental Health and Stress Management
       Managing the Small Business
       Business Communication
       Curriculum and Instruction—School Curriculum Design
       Instructional Strategies for the Gifted
       First Semester German
       Second Semester German
       First Semester High School Russian
       Second Semester High School Russian
       Third Semester High School Russian
       Fourth Semester High School Russian
       First Semester High School Spanish
       Second Semester High School Spanish
       Fourth Semester High School Spanish
       First Semester Spanish
       Second Semester Spanish
       Third Semester Spanish
       Fourth Semester Spanish


Fiction edited

  •  Internet Writing Workshop: Over 200 fiction stories and non-fiction articles
    for fellow writers. Both substantive editing and copy editing.

  •   Ian Newman: Dreaming of Chaos, pub. Trafford Publishing

  •   Fern Harper Wright (dec.): Fern's Fronds: Poems to Live By, pub. Western Star  
    Publishing


Quiz questions

  •   288 questions used in the Money and Finance Game, 2002, sponsored by the
    Governor's Task Force on Financial Education (Wisconsin).


Puzzles

  •   International Puzzle Features syndicate - 6 puzzles

  •   Picture Word Finds magazine - 10 puzzles