Refresh your grammar and usage skills with Mistake Monday
Test your editorial skills on Mistake Mondays! This weekly feature on the Investment Writing Facebook page displays samples of poorly written or inadequately proofread content for readers to critique. Readers often come up with great suggestions for tweaking the content. You may find inspiration in their comments. At a minimum, you’ll receive a mini-refresher on […]
Poll: Advisor vs. adviser
Which spelling is correct—advisor or adviser? Google argues for advisor. Searches yielded 741 million results for advisor versus only 132 million for adviser. The SEC favors “adviser.” When I ran a poll on this topic in 2012, “advisor” won over “adviser,” 79% to 21%. Most of my clients prefer “advisor,” too. However, some people whom […]
How a blogging buddy can help your financial planning or investment blog
Accountability works. You’re probably familiar with the benefits of the accountability imposed by a financial plan or investment policy statement. So, here are suggestions for how to make a blogging buddy work for you – and for your buddy, too. This is an idea I’ve discussed in “Blogging buddies: Financial bloggers’ secret weapons.” I see […]
Pink trash: An internet-era reminder
The cook’s question caught my ear as she spoke loudly across the small hotel’s quiet breakfast room. “Where did you get that pink newspaper in your hotel room trash? We were talking about it,” said the cook, who also served as waitress. Whoa! Who knew that the maid and the cook talk? Or maybe the […]
Ideal quarterly investment letters: Meaningful, specific, and short
Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew from my quarterly investment letter survey. Meaningful content “Clarity,” “insight,” and “candor” were the most popular answers to the question, “What’s the ONE WORD that best describes what investment managers should strive […]