top posts

Top posts from 2019’s second quarter

Check out my top posts from the second quarter! They’re a mix of practical tips on compliance (#1, #6), writing (#2, #3, #5, #7, #8), proofreading (#4), grammar (#9), and newsletter (#10). I’m only listing one Mistake Monday post, although more were among the most viewed, because one Mistake Monday post is much like the […]

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MISTAKE MONDAY for July 15: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. Oops! Reading this out loud before publishing might have helped the author.             I post these challenges to raise awareness of the importance of proofreading.

Why blog?

Why should institutional investment managers blog?

Why should institutional investment managers blog? And, what’s your best tip for those who blog? Please answer my two-question survey. I’d love to share the results of this survey with you, but to do that I’ll need to collect enough responses to make it interesting. Please participate and encourage your colleagues and friends to participate.

Are quarterly newsletters still useful?

Are quarterly newsletters still useful?

This blog post was inspired by “Has the quarterly client newsletter become old news?” (free registration required) in InvestmentNews. Advisors’ opinions are mixed, says the article. So are mine. Quarterly newsletters are good for some people, but not for others. Drawbacks of quarterly newsletters Quarterly newsletters can feel like a burden on the firm. If […]

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MISTAKE MONDAY for July 8: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. This is another one that spell-checking software can’t catch.       I post these challenges to raise awareness of the importance of proofreading.