Reader challenge: What makes advisor websites outstanding?

What do YOU think makes for an outstanding advisor website? Please share your thoughts below. Advisor-recommended websites to spark discussion I recently asked my readers for examples of outstanding money manager websites. Below you’ll find screen shots with links to the home pages for their recommendations. Plus, I’ve linked to the sites of the two […]

Colons and bullets: Keep ’em together or tear ’em apart?

I’m a big fan of bulleted lists. They’re reader-friendly because, when used properly, they’re easy to scan. But I’ve gone back and forth on how to punctuate the text introducing a list of bullets. I always used a colon before the list until a friend told me that was wrong. However, other friends chide me […]

Your opinion on advisor vs. adviser?

Poll: When can’t you replace “headwinds” in your commentary?

Is there any time you can’t substitute “challenges” for “headwinds” in investment or economic commentary? “Headwinds” shows up everywhere in market and economic commentary. I don’t like it because its meaning isn’t clear in the context of commentary. I prefer plainer language, such as “challenges” or “barriers.” When I posed this question on Twitter, Justin […]

Punctuation reminder: When an -ly adverb is part of a compound modifier

Should you hyphenate “socially responsible” in the following phrase? “Socially responsible funds are…” “Hyphens should never be used with compound modifiers that include an adverb ending in -ly,” as my colleague Hilda Brucker reminds me occasionally. Yes, I make punctuation mistakes, too. This is one of my weaknesses.  

Q&A: How to look trustworthy in your professional photo

Convincing clients and prospects to trust you is essential to building relationships with them. A great photo alone won’t win them over, but a bad photo can undermine how they see you. This is why I conducted an email interview with Lori Johnson of Your Best Image. By the way, Lori specializes in photographic image […]