Declutter with Matt Paxton in brown over a stack of photographs

Help your downsizing clients create their legacy

Many investment and financial advisors have older clients who struggle with decluttering as they prepare to downsize. I picked up some useful ideas from a session presented by Matt Paxton, the host of the PBS program Legacy List and the author of a book that had the same title as his presentation, Keep the Memories, […]

May newsletter: Better quarterly commentary

Want to do a better job on your next quarterly commentary? You’ve finished your first-quarter commentary, but you have a nagging feeling you could have done a better job editing it. Check out the five-step process in my blog post on “5 steps for rewriting your investment commentary”! Also, if you’re writing for an audience […]

Mistake Monday

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

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

April Newsletter: This is where you’ll find my newsletter from now on!

Starting in May, this newsletter will be published on the first Tuesday of the month here instead of arriving in your email inbox via Constant Contact. I’ll also share it via social media. Set a calendar reminder for the first Tuesday of every month, and follow me on LinkedIn to increase the likelihood that you’ll […]

how do you spell it? outperformance vs. out-performance

How do you spell it? “Out-performance” vs. “outperformance”

The browser’s spellchecker keeps tagging “outperformance” as a typo. I feel very annoyed when this happens because I believe it’s wrong. This spurred me to do research on the correctness of my assumption. The case for “outperformance” Here’s the evidence in favor of marrying “out” and “performance” so they’re one word: “Generally do not hyphenate […]