Client Commentary
in Top-Tier Publications

Below are actual samples of commentary featured in top-tier media publications.
Included is not only the commentary, but also a link to the actual publication.

Shawn Carpenter
Expert Commentary in Forbes

What Is The New 529 Rule In 2024?             

Below is the actual commentary that was published in Forbes

Shawn Carpenter, chairman & CEO of Stock Alarm in Chicago, says, “To make the switch, you’ll need to: Determine if your state allows 529 plan to Roth IRA conversions because not all do; Contact the folks managing your 529 plan to kick off the conversion process; Complete the paperwork and give them the scoop on your Roth IRA account where the money’s heading; Brace yourself for paying any taxes owed on the earnings from the conversion because they’re taxable; and, Keep an eye on and manage your Roth IRA investments in line with your retirement goals.”

Shawn Carpenter
Expert Commentary in Nasdaq

25% of Retirees Plan to Live on $1500 per
Month — Here’s What Experts Say To Do

Below is the actual commentary that was published in Nasdaq

“Make a strict plan on how to spend money every month and divide your necessary and non-necessity expenses,” says Shawn Carpenter, the Chairman and CEO of StockAlarm.

“You can cook food at home instead of going out often and cancel unwanted subscriptions to keep costs low.”

Carpenter also recommends choosing an area to live in that has a low cost of living and possibly earning some extra cash through a flexible side hustle if you feel $1,500 per month won’t be enough to live comfortably in retirement.

Erik Severinghaus
Commentary in CIO

At risk of being left behind on AI,
SMBs focus on the art of the possible

Below is the actual commentary that was published in CIO

While AI can have many uses, the sweet spot for SMBs will be in automating back-office functions that cost significant employee time or that SMBs can’t provide themselves, says Erik Severinghaus, CEO of Bloomfilter, vendor of AI tools to monitor software development.

While chatbots and digital assistants can provide value to SMBs, they can also use AI for data analysis, inventory management, personalized marketing, and fraud detection.

Erik Severinghaus
Commentary in Fintech Times

How Can Fintechs Balance             
Profitability and Purpose?

Below is the actual commentary that was published in Fintech Times

So, what is the real meaning of ‘fintech for good’? Erik Severinghaus, founder and CEO of Bloomfilter, the process miner for software development explores how combining profitability and purpose is the way forward and that focusing on just one of them too much is not the best way forward.

“It means to use our technology not only to earn profits but also to create a positive difference. By reducing the cost of financial services and investing in projects for clean energy, these activities are not just additional tasks. They form the central part of how we run our businesses, drawing in clients who pay attention to where their money goes.

“‘Fintech for good’ doesn’t mean you have to pick between making money or having a meaningful cause; it’s about combining them into an approach that benefits all parties. It demonstrates that a successful company can be both financially rewarding and hold strong ethical values. As we progress, it’s thrilling to lead this trend and show that finance can really be a positive influence.

Ghazenfer Mansoor
Commentary in PYNTS

OpenAI Aims to Release New AI           
Model, ‘Strawberry,’ in Fall

Below is the actual commentary that was published in PYMNTS

“OpenAI’s pursuit of human-level reasoning isn’t just a technological marvel; it’s a narrative of pushing boundaries and sparking new possibilities in every sector,” Ghazenfer Mansoor, founder and CEO of Technology Rivers, told PYMNTS at the time. “In business, AI can dramatically change how supply chains are managed, forecast market trends with great accuracy, and make customer experiences very personal on a big scale.”

Ghazenfer Mansoor
Commentary in Technopedia

Lessons Learned from the Global             
CrowdStrike Outage: Expert Panel

Below is the actual commentary that was published in Techopedia

Ghazenfer Mansoor, CEO of Technology Rivers, a software development agency which was impacted by the outage, spoke to Techopedia about the event. “After something like this happens, it’s very important to understand your situation and where you are now,” Mansoor explained. Technology Rivers began with a detailed examination of their systems to grasp the complete impact. “I suggest you do the same for your operations,” Mansoor said. “Find any problems or mistakes with data and be sure your IT setup is very secure to stop more issues from happening.” When questioned about long-term actions, Mansoor said the key is to have a disaster recovery plan. Mansoor said that a long-term important strategy is to make tech investments more varied and not “place every digital egg in the same basket”. Using systems from several different providers can help avoid many problems if one of them fails

Noah Lydiard
Commentary in Go Banking Rates

I’m a ‘Shark Tank’ Fanatic: 7 Ways Kevin
O’Leary’s Money Wisdom Helped My Finances

Below is the actual commentary that was published in GO Banking Rates

Noah Lydiard, CEO and founder of Conductor, said that O’Leary’s rules, notably those about managing debt, have struck a chord with him.

“He often says, ‘debt can be a powerful tool, but it can also be a dangerous weapon.’ This really resonates with me, especially in the creative industry where projects often require significant upfront investment,” said Lydiard. “Understanding how to leverage debt responsibly has been crucial in growing my businesses while managing financial risks.”

Another principle of O’Leary’s Lydiard has found essential is the idea of investing in yourself.

“Whether it’s acquiring new skills or expanding your knowledge base, O’Leary emphasizes that these investments can significantly boost your earning potential,” he said. “In the world of filmmaking and creative production, staying ahead means constantly learning and adapting to new technologies and trends.”

He added that this mindset has been instrumental in navigating the competitive landscape of his industry.

Noah Lydiard
Commentary in Business Insider

MrBeast has his critics, but creator marketing
experts explain why he’ll always come out on top

Below is the actual commentary that was published in Business Insider

Noah Lydiard, founder and CEO of the creative agency Conductor, told BI that if attention were currency, “MrBeast would be the Jeff Bezos of the digital age, turning every click into a goldmine of engagement.” He added that content creation is an art, and Donaldson has mastered it by mixing “surprise elements, high tension, and strong emotional moments.”

Lydiard said what’s most engaging about Donaldson is how many people can see themselves in him. Donaldson’s platform may be huge, but creators and viewers are on his side.

Kraig Kleeman
Expert Commentary in The Wall Street Journal

The Art of the ‘Lighthearted’ Office Prank:
What’s Clever, What’s Cringe?

Below is the actual commentary that was published in The Wall Street Journal

“A well-executed prank can be a powerful, unifying tool. “I’ve seen pranks bring workers together in a wonderful way, both in my own company and in companies I’ve advised,” said Kraig Kleeman, CEO of international staffing agency the New Workforce, based in Chicago.”

Kraig Kleeman
Expert Commentary in Fast Company

Leadership experts on why Elon Musk contagion
is a nightmare scenario for workers

Below is the actual commentary that was published in Fast Company 

“[He] is hands-on with his businesses, says Kraig Kleeman, founder and CEO of The New Workforce. “He doesn’t just sit in the big boss chair; he’s rolling up his sleeves, making important calls, and getting into the nitty-gritty of things. This style can motivate. It can also be intense for the folks working with him”