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 […]

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.

My three main software tools for proofreading

Proofreading is hard. Your eyes gloss over mistakes because they see what they expect to see. (At least, mine often do this.) They read “portfolio manger” as “portfolio manager,” adding the missing “a.” This is why I use three software tools (other than spell-checking software) when accuracy and style matter most. The first tool is […]

MISTAKE MONDAY for July 1: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. Hint: spell-checking software won’t catch this mistake. Try my “read out loud” technique to find the mistake.           I post these challenges to raise awareness of the importance of proofreading.  

Watch out for WordPress 5, especially if you compose in Word!

Think carefully before you upgrade to WordPress 5. I upgraded, and I’m sorry I did. The new interface is clunky. It takes a block approach to blog post composition. It also seems to make it impossible to copy-paste blog post drafts from Microsoft Word to WordPress. It lumped everything I copy-pasted into one ugly block. Both I and […]