5 steps for rewriting your investment commentary

5 steps for rewriting your investment commentary

Investment commentary authors often know the markets well, but lack writing and editing expertise. After all, they’re earning big bucks to manage money, not to write. I’ve learned some lessons about how to edit investment commentary that I share below with you. The lessons are based on my years of experience editing and writing  commentary […]

APRIL NEWSLETTER: Help for identifying best practices

Everyone wants to use best practices. But how do you identify the best practices for your situation? Tom Brakke of The Investment Ecosystem blog shares a simple exercise that you can do. In “Common Practices, Best Practices, and Next Practices,” he suggests that you ask, “How would you describe what you do in comparison to the standards […]

Mistake Monday

MISTAKE MONDAY for March 31: Can YOU spot what’s wrong?

Can you spot what’s wrong in the Mistake Monday image below? Please post your answer as a comment.             I post these challenges to raise awareness of the importance of proofreading. There’s more than one way to rewrite this week’s example. What’s your suggestion?  

style guidelines for financial services firms

Style guidelines for financial services firms

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read.   Why create style guidelines for your financial services firm? It can be distracting if writing styles are inconsistent within and across documents published by your firm. For example, is it “counterparty” in the […]

MARCH NEWSLETTER: Curly versus straight

What kind of quotation marks do you use in your writing? Did you know that there are two kinds of quotation marks—straight and curly? Straight quotation marks don’t curve, whereas curly quotes seem to wriggle on the page (see image below). The actual appearance of the marks will vary depending on the font you use. […]