Quarterly client letter poll: Where do you put performance?
Performance is an important component of quarterly letters to asset management clients, so I wasn’t surprised to hear the following question at an investment commentary workshop: “Where should you discuss performance—at the beginning or end of your quarterly letter?” Here is what I think: Either spot can work but your placement should be consistent from […]
Guest bloggers: 2013 in review
I’m thankful for the knowledgeable and talented professionals who have contributed guest posts to my blog this year. Here’s a list of guest posts, with links to the bloggers’ websites and Twitter accounts. Blogging Do longer articles really get shared more often? by Angelique Geehan Momentum Tricks for Bloggers by Laura Laing (@MathforGrownups) Communication 5 Tips for getting your experts’ […]
Q&A with Michael Kitces of Nerd’s Eye View
Blogging can help advisors attract and retain clients. I’ve decided to collect stories from advisors that illustrate this. I’m starting a Q&A series with a contribution by Michael Kitces author of the Nerd’s Eye View blog and Pinnacle Advisory Group. Blogging has brought him more visibility, which has “helped to bring clients and cement relationships […]
How to handle “the Fed” in your writing
“The Fed” often pops up in market and economic commentary. This made me wonder about the best way to introduce the term as a nickname for the Federal Reserve. From “Federal Reserve” to “Fed” Here’s the Associated Press Stylebook‘s take on the Federal Reserve, with thanks to Deb Mackey for providing it in a LinkedIn […]
“Cut off its head!”—An editing tip
When editing your first draft, consider cutting off its head, in the sense suggested by Kenneth Atchity in A Writer’s Time: A Guide to the Creative Process, from Vision through Revision. Here’s what Atchity says: When you clean a fish, the first thing that goes is the head. Generally manuscripts should receive the same treatment. Atchity […]