Prepare clients for market volatility

Prepare clients for market volatility

Prepare your clients for the fact that their portfolios will experience periods of disappointing performance. I often share this advice in my presentations on “How to Write Investment Commentary People Will Read,” but I’m always seeking more specifics on how to do this. At the NAPFA Spring 2019 Conference, I picked up practical ideas for […]

Mistake Monday

MISTAKE MONDAY for August 5: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. If I were the person who proofread or paid for the publication of this item, I would not feel “relaxed, grounded and rejuvenated” after reading it on Mistake Monday.             I post these challenges […]

Mistake Monday

MISTAKE MONDAY for July 29: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment.               I post these challenges to raise awareness of the importance of proofreading.

word substitutions

More substitutions for economical writers

You seemed to like the word substitutions I suggested in “Word and phrase substitutions for economical writers.” This post suggests more changes to make your writing more economical and reader-friendly. In most cases, making your writing more concise makes it easier for readers to absorb your message. Adjectives Existing research shows → Research shows —After […]

Mistake Monday

MISTAKE MONDAY for July 22: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. There’s one obvious mistakes, plus some other weaknesses.             I post these challenges to raise awareness of the importance of proofreading.