Resources for quarterly investment commentary writers
If you’re about to start writing your quarterly investment performance commentary, you may find the following resources useful. Four lessons from Wasatch Funds on reporting underperformance How to make one quarterly letter fit clients at different levels of sophistication Usage tips for portfolio performance commentary writers Quick check for writers, with an economic commentary example […]
How do you make Degas possessive?
I learned in high school English to form the possessive of a word ending in the letter s by adding only an apostrophe. According to this rule, the workers of Degas should become Degas’ workers. But times have changed. Today many people and organizations don’t observe the apostrophe-only rule. Not even The New York Times, […]
Make your writing easier with my fill-in-the-blanks approach for structuring articles
Smart financial professionals often struggle to convert their ideas into compelling prose, losing readers in the first paragraph. If this sounds like you, you can benefit from my fill-in-the-blanks approach to write your introductory paragraph and structure your article, blog post, or other writing. Step 1: Identify three keys to your article This approach depends […]
Mind mapping technology for financial advisors
Technology can boost your effectiveness when you use mind mapping with your clients. Using a digital pen in client meetings will spare you the inefficiencies of an old-fashioned pen or pencil as well as the awkwardness of struggling with complex mapping software in front of your client. After the meeting, using software to make your […]
“Just do it” – LinkedIn status updates
I know many investment professionals who feel skittish about dipping their toes into social media. To them, I parrot Nike’s line: “Just do it.” LinkedIn is a great place to start. Try this experiment. Post a LinkedIn status update once a week for a month. See if you get any responses. Start by writing status […]