Five demos, one strategic question

I built an interactive model of the 37-basis-point take-rate trade-off when a growth incentive migrates assets from a high-fee product to a low-fee one.

I built a plain-English explainer of tax-loss harvesting, direct indexing, and tax-gain harvesting for parents saving for a child's education.

I classified real Reddit comment data into a reason-to-refer taxonomy — measuring the leading indicator most companies never track.

I drafted a deterministic rulebase from real SEC Marketing Rule and FINRA Rule 2210 text that flags every claim needing compliance review — paste marketing copy and watch it work.

I used real Federal Reserve data to show a birth-year-defined audience spans a wide range of financial life stages — reslicing by life stage restores the coherence a demographic label destroys.