April 2013 presentations by Susan Weiner, CFA
New York Society of Security Analysts on April 28 I’m leading a workshop on “How to Write Investment Commentary People Will Read” for the New York Society of Security Analysts (NYSSA) on Thursday, April 28, 2013. The meeting runs from 12 noon to 1:30 p.m. The program is for NYSSA members only. Pre-registration required. Professional […]
Poll: Want a weekly writing tip?
Would you like the option of receiving a weekly writing tip in your email in-box? Please answer the poll in the right-hand column of this blog. I won’t start this new e-communication unless there’s demand. There are other writing tips newsletters, but I’m not aware of any tailored to investment and wealth management topics. You […]
Guest post: “Articles You Publish in Financial Trade Publications Will Impress Prospects”
PR expert Beth Chapman has years of experience helping financial advisors. Plus, she’s a longtime friend and one of my first guest bloggers. It’s a pleasure to welcome her back to my blog in response to a comment by one of my Facebook followers. Articles You Publish in Financial Trade Publications Will Impress Prospects: You […]
Diversification: Andre Perold’s take on its value
“Diversification shouldn’t be viewed as protecting you from losses in wealth but rather from being concentrated in the worst-performing asset classes.” In other words, diversification puts a floor under how badly you can do when all asset classes fall. This struck me as a valuable insight from “Harvard Business School Professor Andre Perold Looks At […]
Investment writing challenge for my readers
Change one word in the following line to make it a more effective sentence. The Standard and Poor’s 500 Index rose and the Barclays Capital Aggregate Bond Index fell. Post your rewrite in the comments. I’ve got a writing lesson in mind as I pose this puzzler. I’ll circle back later to explain it, although […]