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Wealth Education Strategic Content

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My expertise lies in providing in-depth advanced wealth education, equipping forward-thinking readers with advanced financial strategies to build and preserve lasting wealth. These individuals are committed to developing, managing, and enjoying their wealth. Featured here is strategic content I’ve written primarily for middle market to large financial brands for those audiences.

They have included Fifth Third Bank Wealth and Asset Management, RBC Wealth Management, Synovus, and Raymond James.

I excel in collaborating with marketing and communications leaders at recognized institutions targeting mass affluent and emerging high-net-worth readers.

After you explore the featured selection of my writing work below, contact me about crafting strategic wealth education stories for your core audiences. I’ll partner with you to design messaging that seamlessly integrates into your communications plan and drives your overall business objectives.

Client Testimonial

"Dahna and I have worked together on multiple projects for a financial client. I think, more than many other writers, she has her finger on the pulse of the private wealth demographic. Her deep understanding of their financial issues and interpersonal dynamics sets her apart, particularly for projects where this insight matters most. Dahna combines this expertise with a strong ability to find academic-level data and research to support her work. She is also a skilled, reliable writer who is easy and pleasant to work with. I highly recommend her for data-driven, culturally attuned financial writing and strategic content development that speaks directly to private banking and wealth management audiences.” —Lisa, Managing Editor, Contently

Lisa requested I exclude her last name from this recommendation to protect her privacy. Contact me for verification of her recommendation.

Synovus Financial Corp

How to Avoid Five Common Pitfalls During Wealth Transfer

The Great Wealth Transfer is forming the next generation of affluent individuals, with $68 trillion in wealth being passed along to the next generations across all income levels. Transferring wealth to the next generation is a complex process fraught with potential pitfalls. Not understanding the most common mistakes in the process can lead to multiple issues, including fractured family relationships. Here are some common pitfalls, along with strategies for overcoming them to ensure a smooth and effective transfer of wealth to your heirs.
Synovus Financial Corp

Diversifying Your Portfolio with Real Estate: Pros and Cons

Explore the potential benefits and risks of adding real estate to your portfolio mix. This blog post can provide you with an informed perspective about pursuing this alternative path to growing your net worth strategically. The piece examines how investing in residential properties can generate rental income, leverage appreciation, provide tax advantages, and hedge against inflation. But, it also covers crucial drawbacks, like liquidity constraints, maintenance costs, vacancy risks, and concentration risk.
Synovus Financial Corp

Holiday Giving That Aligns With Your Goals

With concerns about recession and inflation as a backdrop to this holiday season, you may wonder whether you can give to loved ones in ways more reflective of your personal and family wealth goals. That can include saving on taxes and hedging against inflation — while remaining consistent with the values you and your gift recipient hold.

One of your values may be transferring wealth to the next generation to ensure they're prepared for the future and can weather macroeconomic shocks. Here are some ways to give the gift of economic well-being while protecting your finances.
Synovus Financial Corp

Essential Cybersecurity Tips for Protecting Your Assets

This blog post provides mass affluent and emerging HNW readers with essential tips to fortify their digital defenses and safeguard financial assets from ever-evolving cyber threats. Adopting the proactive stance of sophisticated fraudsters, the post outlines a multi-layered cybersecurity strategy - from promptly installing software updates and leveraging secure password managers, to hardening home networks with encryption and firewalls. It advocates engaging financial monitoring services, utilizing AI-driven cybersecurity programs, and promoting continuous family education on emerging risks.
Synovus Financial Corp

Financial First Aid for Elder Fraud Victims: Helping Your Senior Overcome an Economic Crime

Financial scams targeting elders are becoming more common and harder to recognize. The Federal Trade Commission (FTC)1 reported that, in 2022, older people (60-plus) reported losing more than $1.6 billion to fraud. This is a significant increase from the $1 billion lost by older adults the previous year. There are multiple types of frauds being tried on elders, and often, they succeed. Here's what to do when your senior has been victimized by this economic crime.
Synovus Financial Corp

How to Not Outlive Your Retirement Savings

In today's world where people are living longer and future financial conditions are uncertain, a majority of them worry about running out of money in retirement. About 58% of those saving for retirement or already retired feel this fear. That's especially true for Gen X and Baby Boomers who are approaching retirement age or are already retired. To help ease these worries, an effective strategy is needed to protect retirement wealth and ensure a comfortable and secure financial future. Here's how to create one.
Synovus Financial Corp

One Key to Increasing Wealth: Setting SMART Goals

You can take many paths to increased wealth, but it helps to have a recognized and easy-to-apply framework to structure your goals. The S.M.A.R.T. framework provides the structure and accountability that can help you turn your financial intentions into tangible results. Consider using the S.M.A.R.T. strategy to achieve financial goals like saving for college, starting a business, growing your income, paying off debt, reducing your taxes, or accumulating tangible assets.
Synovus Financial Corp

Why inflation happens — and the role of the Fed

Most people know that inflation — the gradual rise in prices over time — decreases your purchasing power. And the recent bout of inflation has certainly had a profound impact on most people's purchasing power. At 8.5%,1 it's at its highest since the 1980s. This comes after price increases holding steady at the Federal Reserve's prescribed rate of a 2% annually since the Great Recession ended in 2009. What is the role of the Fed in mitigating inflation? [Note: I wrote this for the private wealth content platform for the bank's mass affluent audience.] (Image: Pexels)