Strong words from editor of Financial Analysts Journal

“…I hereby consign the shibboleth of ‘uncorrelated return’ to the scrap heap of asset allocation lingo, where it shall be available only to unscrupulous sellers, credulous buyers, and unschooled investment analysts.” — Richard M. Ennis, executive editor, Financial Analysts Journal These strong words from Ennis appeared in in his “Editor’s Corner” entitled “The Uncorrelated Return […]

Guest Post: My Six Best Marketing Tips for Independent Advisors

When Steve Lyons spoke with me about his tips for helping financial advisors market themselves, I knew that I’d like to share them with you. When I first met Steve, he was a copywriter for Fidelity Investments. Today he enjoys working with clients of all sizes, including individual advisors. My Six Best Marketing Tips for  […]

J.P. Morgan Funds’ measured optimism about U.S. economy

The economy is on a rebound, but it’s a long way back to normal, said David P. Kelly, chief market strategist, J.P. Morgan Funds, to NICSA’s East Coast Regional Meeting on Jan. 14, 2010.  A Jupiter of a recession Economists have seen recessions like 2008-2009 before. so they can predict the broad shape of the […]

Can you make a case for "mitigate"?

Good writing uses strong verbs. Strong verbs are usually short. Thus, I strongly dislike the word “mitigate.” In fact, I can’t think of any time that I’d use mitigate instead of a synonym. Some of my favorite synonyms for “mitigate” in the context of an investment or wealth management article include  *  Cut *  Ease […]

Financial writers clinic: Rhythm can help you

I got rhythm, I got music…Who could ask for anything more?                                          Rhythm isn’t only useful for Gene Kelly tap dancing to “I Got Rhythm” in An American in Paris. It also can also energize your writing about investment or wealth management. Writers in our industry are prone […]