The CFA Institute made me do it: A social media tale
I didn’t want to do it. I didn’t want to develop a business presence on Facebook. LinkedIn, Twitter, and my blog kept me busy enough. But then I heard that the CFA Institute had way more followers on Facebook than LinkedIn. How many? I forget the numbers I heard at the institute’s 2010 annual conference, […]
Guest Post: “Math and the Gender Gap: Does it affect financial planning?”
My friend Laura Laing has written a book that demystifies math. She also writes an entertaining blog about math. I’m delighted to share her guest post about women, math, and financial planning. If you’ve ever encountered math anxiety among your clients, Laura and I would like to hear about how you tackled it. Math and […]
Article titles that reassure investors–Submit YOUR candidate
Investors crave reassurance during volatile times. But it’s not easy to choose words that steady their nerves. With that in mind, I’m putting out a call for article titles that reassure investors. Please comment with your candidate for the most reassuring title If I get enough good candidates in the comments on this blog post, […]
Writing tip: Pop the balloon or make it your focus
A stroll along San Antonio’s River Walk inspired this writing tip because an out-of-place detail grabbed my eye. A white balloon bobbed along the surface of the river. Once I spotted the balloon, I couldn’t see anything else. Not pale gray stone walls. Not the greens or browns of shrubs and trees. Not the pale […]
BNY Mellon says “no” to “staying the course”
“Staying the course” is classic advice from investment and wealth managers, so I was surprised to see BNY Mellon Wealth Management challenge this adage as part of its “truth” advertising campaign. “Staying the course is like navigating a new world with an old map,” says the headline of the BNY Wealth Management ad, which I […]