Guest post: "Can I replace my paper newsletter with an e-newsletter instead?"

Are you considering scrapping the newsletter you send via U.S.…
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Fixed income viewpoints from CFA Institute conference

Here are opinions on currency and CDOs that grabbed my attention…
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Dan Fuss: Bond investors have learned from experience…not

In some ways, famed bond investor Dan Fuss is pleased by how…
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What does GIPS verification mean?

I'm an amateur when it comes to understanding investment performance…
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A quant’s guide to detecting a future "Madoff"

Worried about getting taken in by an investment management Ponzi…
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Do you use “pride capitals”?

If you're in business, you probably use capital letters more…
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Top 5 tips for investment performance advertising

Knowing the rules for advertising your investment performance…
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RFP dilemma: What should my colleague do?

You may have the answer to my colleague's investment management…
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SEC’s update to CFA Institute’s GIPS conference

One of the SEC latest initiatives resonates with the experience…
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Thank you, Maine CFA Society!

The Maine CFA Society got into the spirit of my Sept. 17 presentation…
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Three tips for how often to publish your newsletter

Newsletters are a great way to connect with your clients, prospects,…
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Six ways to stop sending emails with errors

Everybody sends occasional emails with typos and punctuation…
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It’s not ONLY about your audience

Think more about your reader and less about yourself. That's…
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Guest post: "What is a Visual Brand Standards Guide?"

I'm a big fan of companies using style guides to ensure consistency…
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Proper usage of periods: One space or two?

As a dinosaur who wrote the first chapters of her Ph.D. dissertation…
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My broken link to "Should you drop subscribers who don’t open your newsletter?"

Dear newsletter readers, Here's the link that wasn't working…
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"Turbulence Can Improve Portfolio Diversification"

"The only problem with diversification is that it's never been…
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Leverage third-party endorsements

"Leverage third-party endorsements for maximum exposure."  This…
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