Investment commentary–5 ways to outsource

Market and portfolio performance commentary is an important part of communications strategy for most investment and wealth managers. But sometimes writing that commentary becomes a drag on the firm’s employees. Or perhaps the firm realizes that its employees are better at strategy and portfolio management then writing. If this describes your firm, it may be […]

Test your proofreading skills with Mistake Monday

MISTAKE MONDAY for Jul. 16: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. If you can’t find what’s wrong with this, then try my read-out-loud technique. I post these challenges to raise awareness of the importance of proofreading.

mutual fund fact sheet tips

4 tips for mutual fund fact sheet templates

“What’s your best advice for someone who’s creating mutual fund fact sheets?” A colleague’s question spurred this list of tips for mutual fund fact sheet templates that you can use repeatedly. 1. Write your fact sheets so they are compelling, clear, and concise Focus on the information that your readers care about. Replace jargon with […]

Test your proofreading skills with Mistake Monday

MISTAKE MONDAY for Jul. 9: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. Hint: spell-checking software won’t help you catch this one. I post these challenges to raise awareness of the importance of proofreading.

Test your proofreading skills with Mistake Monday

MISTAKE MONDAY for Jul. 2: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. I can see how this image might spark strong feelings. For the purpose of Mistake Monday, I’m interested in issues of style, spelling, punctuation, and the like. I post these challenges to raise awareness of the importance of proofreading.