What makes a compelling presentation? You asked us that question earlier this year, and we thought, who better to talk to than our excellent colleague, Kris Detwiler?   Kris Detwiler, CFA, CPA, is a financial content and marketing expert with a particular focus on helping companies improve presentations. She’s…

“Unprecedented.” It’s a word we keep hearing. But I think it’s a fitting word to describe current circumstances, don’t you? I’d bet it’s the first time any of us have had to think about how to talk with investors during a pandemic.  The pandemic has certainly challenged all of us to…

Downturns are stressful for everyone: investment companies, advisors and investors. What should you say in a down market – and how should you say it? We surveyed different kinds of firms and uncovered the Do’s & Don’ts for communicating when times are tough. We’ve even put together a template…

There are a thousand ways to teach a topic, but when it comes to investor education, is there a right way, or a better way? We pulled two items from our Sample Library on the topic of dollar-cost averaging to see what works – and what doesn’t – in…

Asset management companies generate more portfolio commentaries than any other type of content – we know; we do a lot of them. Everybody has an idea of what portfolio commentaries should be,  which is probably why so many of them sound so similar.  Yet nobody seems to like them….