Advice from a hiring manager for CFAs who want to freelance

If you’re a CFA charterholder considering a switch to freelance writing, read on for advice from the perspective of the corporate manager who may hire you.  The manager asked to remain anonymous. Thank you, generous manager, you know who you are!  1. What type of writing assignments best match the freelancer’s skills?  Is he or […]

This website helps you with acronyms

Puzzled by an acronym?  Acronyms are abbreviations formed using the initial letters–or syllables–of a phrase. The Acronym Finder will uncover the complete phrase that underlies the acronym.  Like “grantor retained annuity trust” for GRAT.

Boost readership of your e-newsletter with powerful subject lines

More people will open your email newsletters if your subject line shows value in the first two words. That’s according to “4 Takeaways from MarketingSherpa’s Newsletter Subject-Line Analysis” (accessible only to MarketingSherpa members). How do you show value? Start your e-newsletter subject lines with phrases such as: Top Five How to Best Time Your subject […]

Good wording: "Has the Market Wreaked Havoc on Your 401(k)?"

Morningstar has a knack for good email subject lines. Like “Has the Market Wreaked Havoc on Your 401(k)?” That’s a line that many people can relate to. Morningstar also achieves a nice conversational tone in its email, which starts out: Yes, it feels awful right now. And it’s possible things could get worse before they […]

I made the Top Ten!

Well, not me, exactly. My article, “Dan Fuss: The 50-Year Opportunity in Bonds,” made the list of Advisor Perspective‘s top ten most read articles for 2008.  “Dan Fuss” commanded the #3 spot behind “Jeremy Siegel on Why Equities are ‘Dirt Cheap’” and “Our Interview with Mohamed el-Erian.” It looks like legendary investors draw readers.