style guidelines

Style guidelines for financial services firms

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? It can be distracting if writing styles are inconsistent within and across documents published by your firm. For example, is it “counterparty” in the first […]

financial report fonts

Fonts: By the numbers

The look of your financial reports makes a difference in the effectiveness of your communication. Fonts are part of your toolkit, as Professor Joyce Walsh explains in her guest post. Fonts: By the numbers By Professor Joyce Walsh, Boston University, College of Communication For financial professionals, numbers are the heart and soul of client communications. […]

Top posts on InvestmentWriting.com

Top posts from the first quarter of 2016

Check out my top posts from the last quarter! Everybody struggles with jargon. Perhaps that’s what put my financial jargon killer in the top spot. They’re a mix of practical tips on writing (#1, 3), social media (#2),  blogging (#2, 4, 6, 7, 8, 9), book marketing (#5), and webinars (#10). Financial jargon killer: The […]

capitalize titles in typing publications

Capitalize titles consistently in your publications

What’s the best way to capitalize a title when you write an article, blog post, book, or other publication? The rules vary. The best thing is to pick one approach and stick with it. Option 1. Use sentence case when you capitalize titles I’m a big fan of using sentence case for capitalizing titles. “Sentence […]

click here

Stop saying “Click here”!

Stop putting links on your web pages that say “Click here”! They’re not doing you or your readers any good. That’s the message I took away from “Writing Hyperlinks: Salient, Descriptive, Start with Keyword” on the Nielsen Norman Group (NNG) website. NNG is an expert on website usability. I highly recommend that you subscribe to […]