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• The general interest Investment Writing Update is my monthly compilation of useful information and tips about marketing and communications.
• Events tells you about upcoming classes, presentations, and my other events.
• Book provides information about my financial blogging book and other publications.

View past issues of my Investment Writing Update email newsletter:

• Attract readers with personal stories December 2013
• Seven ways to talk your financial execs out of jargon and bad writing November 2013
• How I gained 5,000 Twitter followers in 4 years October 2013
• Quantitative easing for regular folks: 3 lessons from The New York Times September 2013
• Q&A with author of Financial Blogging: How to Write Powerful Posts That Attract Clients August 2013
• Top writing tips from CFA Hartford, FPAMA, NYSSA, and PAICR July 2013
• Writing: More specific is better until it’s not June 2013
• Q&A format for articles: Good or bad? May 2013
• How would YOU help clients trust you? April 2013
• Learn what works in winning clients March 2013
• Why I’m lucky clients didn’t flock to me February 2013
• Lesson for investment commentary January 2013
• Keep it simple–or else! December 2012
• Legal danger for financial bloggers: Two misconceptions, three resources, one suggestion November 2012
• 3 ways to speak plainly while giving financial advice October 2012
• Don’t make this mistake in your email subject lines September 2012
• What makes advisor websites outstanding? August 2012
• How to add personality and warmth to your financial writing July 2012
• Ideal quarterly investment letters: Meaningful, specific, and short  June 2012
• Videos: 3 ways to make them palatable for video-haters like me  May 2012
• Analogy for asset allocation; Pinterest; blogging  April 2012
• “Top Tips 2012” and what professional writers know  March 2012
• You vs. me or we–Rant on financial marketing  February 2012
• If a “nobody” wrote Jeremy Grantham’s letter  January 2012
• How to manage difficult portfolio managers  December 2011
• The 10-postcard approach to financial advisor marketing November 2011
• My secret fill-in-the-blanks approach to writing October 2011
• CFA Institute made me do it: A social media tale September 2011
• No batteries required: My favorite blogging technique August 2011
• Mark Tibergien’s one thing for advisors July 2011
• Let’s get possessive; NEW blogging class June 2011
• Advertising makes you stupid–even if you’re smart or rich May 2011
• Japanese crisis & my best writing tip April 2011
• White paper marketing: Walk a fine line March 2011
• Defining investment outperformance: You’ve got strong opinions February 2011
• Financial advisor prescription by Statman evokes strong response January 2011
• Client fears and financial advisor services December 2010
• ISI’s Straszheim: China’s interest rate hike is “tapping the brakes” November 2010
• Four lessons from Wasatch Funds on reporting underperformance October 2010
• Great blog posts don’t matter… September 2010
• Introverts, steal this idea for your next conference August 2010
• “Where Are We Heading? The Future of Investment Management in Boston” July 2010
• GMO’s Jeremy Grantham on “The Ethical Hole in Finance” June 2010
• Watch out for inflation, says veteran value investor, Jean-Marie Eveillard May 2010
• Technical analysis can boost the power of your fundamental research April 2010
• Non-traditional fixed income, LinkedIn, writing tips March 2010
• If you–or a colleague–struggle to crank out readable blog posts February 2010
• Investment management job outlook for 2010 January 2010
• Registered reps, it’s time to ‘fess up December 2009
• How to make your quarterly client letter fit clients at different levels of sophistication November 2009
• Dan Fuss: Bond investors have learned from experience…not October 2009
• Do you use “pride capitals”? September 2009
• “Turbulence can Improve Portfolio Diversification” August 2009
• Financial writer’s clinic: Bloggers’ top two punctuation mistakes July 2009
• Behavioral finance can deepen your client relationships June 2009
• Research study: How financial services firms will make money in the future May 2009
• How can I come up with ideas for a weekly newspaper column on personal finance?  April 2009
• “Institutional investing” isn’t as great as you think March 2009
• Eaton Vance, Evergreen, and FRC on “Communication Strategies for Good Times and Bad,” February 2009
• “Creating Pitch Books Without Losing Your Mind… a Sequel:Your Pitch Book – a Foundation for Customizing,” January 2009
• Will a coupon spur investment management referrals?, December 2008
• Prof. Andre Perold on “Stable Risk Portfolios: A Timely Alternative to Static Asset Allocations?”, November 2008
• Black swans, outsourcing, and who’s hiring, October 2008
• Who’s hiring CFA charterholders…and other job search tips, September 2008
• A free way to publicize your white paper, August 2008
• SRI: A new requirement for fiduciaries?, July 2008
• Should you use quotes like PIMCO’s Bill Gross?, June 2008
• Gloom, boom, and doom, May 2008
• Leverage the wisdom of crowds with advice from Legg Mason strategist, April 2008
• Maximize mileage from your email subject line, March 2008
• Retirement at risk, but can be saved, says researcher Alicia Munnell, February 2008
• Expect negative alpha to continue, says Numeric’s Wheeler, January 2008
• Long road from investment article idea to publication, December 2007
• Blame it on liquidity, says MIT’s Lo, November 2007
• Is your investment commentary too simple?, October 2007
• Down with investment style boxes, and other pension consultant opinions , September 2007
• Make your graphs easier to understand, August 2007
• Threat to asset management in Massachusetts, July 2007
• You can ask questions of an experienced financial design professional, June 2007
• An unreported drag on your funds’ performance, May 2007
• Secrets of networking , April 2007
• PR tips for investment advisors, March 2007
• How to build your reputation, referrals & revenues with media marketing, February 2007
• Your cell phone can help with New Year’s Resolutions, January 2007
• Help for people flummoxed by investment jargon, December 2006
• 10 Commandments of copywriting, November 2006
• Rob Arnott’s heresy in the Financial Analysts Journal, October 2006
• Cut your Property Taxes, September 2006
• Strengthen your writing with active verbs, August 2006
• Can you handle tough audience questions?, July 2006
• Comments from Ferris Bueller’s Teacher, June 2006
• Your Most Valuable Retirement Asset, May 2006
• Five questions for great       articles, November 2005
• Receiving too many e-mails?,       October 2005
• Get free PR for your business!, August 2005
• Simplify Communications to Retain Clients, July 2005
• Watch Out if Feldstein Gets Greenspan’s Job, May 2005
• Ingredients for Big Drop in Bond Prices, March 2005