A well-known financial professional seemed to be hedging her bets in a recent piece she sent to us for review. Right off the bat, three sentences rubbed me the wrong way (but apparently not her Marcom team): · It’s a win-win situation where the firm can provide higher-quality services, and…

A well-known financial advisor recently asked us to update the manuscript for a book she published a few years ago. In the opening acknowledgements, three sentences using the word “which” didn’t seem right to me: · “There are still a myriad of products which simply must be purchased through traditional…

Not to embarrass anyone on this distribution list, but I came across this in a client’s guest column the other day. He was a big proponent of AI, Grammarly and SpellChecker, by the way: “In principal, the judge’s decision should not effect the outcome.” Affect vs. Effect…

Smart people often have difficulty explaining things simply. They may have a deep understanding of the subject matter and find it difficult to distill that knowledge into layman’s terms. They may be so familiar with the problem that they assume others understand it as well, and fail to realize that…

Over the past week, I’ve had several conversations with clients about why they haven’t been able to get the ball rolling on their next content piece. I get it. You’re busy closing out the month. You’re trying to get some R&R over the Holiday weekend. Just don’t tell me you…

Hard to believe, but the annual NCAA men’s Division I basketball tournament is upon us. The national championship of college basketball (aka “March Madness”) is the ultimate three-week long reality show. Where else can little known universities (aka small cap growth stocks) such as St. …

Ain’t nobody got time for that! Experts have been warning us about a recession for over a year, but maybe we’re too busy to notice. As Kimberly “Sweet Brown” Wilkins of viral YouTube fame would say: “Ain’t nobody got time for that.” The unemployment rate of about 3.7% was at…

Not to dampen the Holiday spirit, but 2023 is not shaping up to be a banner year. We’re heading into a recession. Inflation and wages are still too high. The Fed will continue raising rates near-term. That means continued headwinds for the stock market, the housing market and for borrowers…

Oscar Wilde once said: “Good resolutions are simply checks that people draw on a bank where they have no account.” As humans, we’re not very good at keeping promises to ourselves. Take New Year’s resolutions. Year after year we promise ourselves: “After the Holidays I’ll get my fitness/finances/waistline/relationships back on…