Investment Writing

NOVEMBER 20, 2024

Marketing and communications professionals know how to write well. For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). I have seven tips for how to win over your subject-matter experts.

Compliance 52

Compliance Communication Assets Portfolio 52

ClearMoney

DECEMBER 14, 2021

Decades of research on stock returns has produced a vast number of published factors. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016). 1 (January 2016): 69–103.

Investing 52

Investing Investments Commission Distribution 52

The Big Picture

SEPTEMBER 19, 2023

00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. It could be off on the wage increase number somewhere around there. What, how do you work around those sort of numbers?

Assets 144

Assets Management Portfolio Investing 144

Clever Girl Finance

JULY 12, 2023

You’ll be responsible for installing, maintaining, and repairing power, communications, lighting, and more in buildings and homes. There are many different specialties for writers and some fields like blogging, white papers, and sales have high pay. It will certainly supercharge your bank account!

Education 98

Education Certification License Sales 98

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. We’ve got white papers on all of these topics that help advisors communicate this to their clients. It’s through, primarily, referrals.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. The first being an increase in the number of women actually filling those professional roles, which I previously discussed.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. So we built, we did that for a lot of the markets. I never remember it.

Banking 144

Banking Marketing Marketing Investments 144

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. We wrote a white paper that was associated with it. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. It makes sense for me.

Numbers 144

Numbers Investments Investing Marketing 144

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. They publish a lot of white papers, they do a lot of research, they have very specific opinions on different topics that seem to come up in the world of finance. This is a white paper I wrote from my clear alpha C-I-O-C-E-O hat.

Management 144

Management Investments Investing Assets 144

The Big Picture

NOVEMBER 25, 2024

Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not. 12, 14 even that not a lot of numbers. So that’s number one. Number two, I have a vivid recollection of sitting in a canoe with Jim Bianco in August of oh nine.

Portfolio 144

Portfolio Management Assets Marketing 144