Click the links below to see full writing samples in PDF format.
To return to this page, click the return arrow in the upper-left-hand corner.
Whether producing copy for retail or institutional audiences, I have always enjoyed writing for newsletters. There is a built-in sense of immediacy and relevance with newsletter copy. Whatever the topic or industry — retirement investing, charitable gifting, insurance — the questions I ask always include:
- Who is going to read this information?
- Why is it relevant to them at this point in time?
- How can this message enhance their business or investment experience?
- What emotion or action do you want to elicit?
B2B (Institutional). For three years, I wrote copy and managed SalesTalk, a nifty quarterly newsletter for Pioneer Funds. Targeting the sales needs of brokers and dealers, SalesTalk is a great example of getting the most from your editorial, art, and production resources. (My colleagues on this project were delightful and always open to new ideas, making for a pleasant memory.) As project manager, I am proud that each page offers some level of value to the reader.
Retirement. At Standard & Poor’s, I wrote a lot of copy on retirement topics for both plan participants and sponsors. As a systematic investor, I am always trying to educate myself as to the long-term value of investment planning. What single theme runs through virtually every retirement story? Diversification.
Charitable Gifting. Writing for the nonprofit sector requires a bit of an attitude adjustment. For many generous philanthropists, charitable gifting isn’t just a tax write-off, it is a dedicated way of life. In any case, I thought the benefactor was a nice looking publication that allowed me to stretch my wings in terms of investment writing.