Optimism watch: The case for maximum pessimism

Is the stock market getting you down? I’m starting an “Optimism watch” on this blog.  In “Optimism watch” posts, I’ll highlight the case that other writers make for you and your clients to hang in there. Let’s start with a quote from “Nowhere to Hide: Foreign Funds are Falling, Too,” from Morningstar’s Bridget Hughes. …before […]

"Can not" vs. "cannot"

Which is right? “Can not” or “cannot”? Habit tells me “cannot,” but I can’t find this peculiar spelling in the index of any of my style guides. However, Wikipedia gives me this quote, in which I’ve added the bolding to “cannot”: In this regard, the following quotation from The Chicago Manual of Style deserves notice: […]

ACLI promises better disclosures about annuities

The American Council of Life Insurers (ACLI) is promising to improve disclosure about annuities in cooperation with the National Association for Variable Annuities (NAVA), according to “User-Friendly Annuity Documents Planned,” an article on the Financial Advisor website. Maybe they could start with the so-called “easy to read tip sheet” for seniors on their website. It […]

How to make your ultra-affluent clients happy

“…the model that works in the institutional world does not necessarily translate well to the world of the ultra affluent,” writes Scott Welch of Fortigent, LLC in “Differentiating When Consulting to the Ultra Affluent,” an article published in the CFA Institute’s private wealth management e-newsletter. So, while wealth managers like to talk about bringing institutional-quality […]

How I ghostwrite your financial article

Too busy to write an article? Hiring a ghostwriter is a great way to produce a compelling article in a short amount of time. Ghostwriting is one of my specialties. Please read on for an explanation of how you and I can work together. My ghostwriting process typically includes these steps: 1. Topic identification 2. […]