5 proofreading tips for quarterly investment reports

Proofreading quarterly investment communications stresses people. Tight deadlines and client demands add to the pressures on a small department. However, creating checklists and processes will ease the strain. I have some suggestions to help you be accurate and avoid stylistic inconsistencies and typos. This post started as a response to the tweet you see here. […]

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Wonder if people read your LinkedIn status updates?

If you’re like me, you sometimes wonder, “Is anyone reading what I post to LinkedIn or other social media?” I believe they are, for reasons I discuss below. I also have some tips to boost your readership. I’m fortunate that people sometimes “like,” comment on, or share my social media updates. (Thank you very much, […]

Tom Brakke, CFA

Key Steps in Writing a Research Report

Securities analysts want to write better. I know this from conversations and the fact that “Writing resources for equity research analysts” is one of my most popular blog posts. I’m delighted to share tips for writing securities research reports from Tom Brakke, author of Letters to a Young Analyst. Many of Tom’s suggestions apply to […]

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How to price your self-published book—lessons from my experience

How much should you charge for your self-published book? That’s one of the many questions I agonized over during the production of Financial Blogging: How to Write Powerful Posts That Attract Clients. In this blog post, I share suggestions from my experience. I don’t have all the answers, I don’t know if I priced my […]

What Marilyn Monroe taught me about writing

I hadn’t painted since elementary school when I went to the Paint Monkey during a vacation in Pittsburgh. My goal? To paint a fill-in-the-outlines portrait of Marilyn Monroe like everyone else in the class. The result? I was reminded of some important lessons that apply to writing. 1. Showing personality helps I made Marilyn Monroe’s […]