Editorial Policy

Editorial Policy | Dorta & Co. Finance

Editorial Policy | Our Standards for Quality & Integrity

Our Editorial Mission

Dorta & Co. Finance exists to provide accurate, accessible, and actionable financial information that empowers readers to make informed decisions about their money. This policy outlines the standards and processes that ensure our content meets this mission.

Core Editorial Principles

1. Accuracy and Verification

Every article undergoes fact-checking before publication:

  • Data verification: Statistics, rates, and figures are cross-referenced with primary sources
  • Source citation: We link to or identify sources for claims and data
  • Expert review: Complex topics are reviewed by subject matter experts when possible
  • Correction policy: Errors are corrected promptly with clear notation

2. Independence and Objectivity

Our editorial decisions are independent of commercial interests:

  • No advertiser influence on topic selection
  • No payment for positive coverage
  • No pre-publication review by sponsors
  • Clear distinction between editorial and advertising content

3. Transparency

We believe readers deserve to know:

  • Who wrote the content and their qualifications
  • When content was published and last updated
  • What sources inform our analysis
  • Any conflicts of interest or affiliate relationships

4. Accessibility

Financial information should be understandable:

  • Jargon is explained or avoided
  • Complex concepts are broken down with examples
  • Multiple formats (text, tables, lists) enhance comprehension
  • Content is organized for both skimming and deep reading

5. Practicality

Information without application is useless:

  • Every article includes actionable takeaways
  • Step-by-step guides accompany complex processes
  • Real-world examples illustrate concepts
  • Tools and templates support implementation

Content Creation ProcessTable

StageActivitiesResponsible
IdeationTopic research, reader feedback, trend analysisEditorial team
ResearchSource gathering, data collection, expert consultationWriter + research
DraftingOriginal writing, internal fact-checkingWriter
ReviewAccuracy check, clarity assessment, source verificationEditor
PublicationFormatting, SEO optimization, schedulingProduction team
MaintenancePeriodic updates, correction of outdated informationEditorial team

Source Standards

We prioritize sources in this order:

  1. Primary sources: Government agencies (IRS, SEC, BLS), academic studies, official company filings
  2. Established financial institutions: Banks, brokerages, insurance companies (with disclosure of relationships)
  3. Reputable news organizations: Bloomberg, Reuters, Wall Street Journal, Financial Times
  4. Expert practitioners: CFPs, CPAs, attorneys, with credentials verified
  5. Industry research: Recognized research firms and consultancies

We avoid:

  • Unverified social media claims
  • Anonymous sources for significant claims
  • Sources with clear conflicts of interest
  • Outdated information (generally older than 2 years for time-sensitive topics)

Correction Policy

When errors are identified:

  1. Immediate correction: The error is fixed in the article
  2. Transparency: Significant corrections are noted at the bottom of the article with date
  3. Notification: For major errors, newsletter subscribers may be notified
  4. Record keeping: Corrections are logged for internal review

To report an error:adm@dortacofinance.com with subject “Correction Needed”

Content Categories and StandardsTable

CategoryDefinitionUpdate Frequency
EvergreenFundamental principles (budgeting, compound interest)Annual review
Time-sensitiveRates, laws, market conditionsQuarterly or as needed
News/AnalysisCurrent events interpretationSingle publication
Product reviewsSpecific product/service assessmentsAnnual or upon significant change

Diversity and Inclusion

We are committed to:

  • Representing diverse financial situations and backgrounds
  • Avoiding assumptions about reader income, location, or family structure
  • Using inclusive language
  • Addressing financial challenges across socioeconomic levels

Reader Engagement

We welcome reader input:

  • Comments: Moderated for relevance and civility
  • Topic suggestions: Considered for future coverage
  • Expertise sharing: Professionals may contribute guest content (subject to editorial standards)
  • Error reporting: Actively encouraged and rewarded with acknowledgment

Ethics and Conflicts

Writers and editors must disclose:

  • Financial interests in companies they cover
  • Relationships with sources
  • Personal financial products they use and recommend

Recusal from coverage when conflicts cannot be managed through disclosure.

Plagiarism and Originality

All content is original or properly attributed:

  • No plagiarism of text, data, or ideas
  • Proper citation of quoted material
  • Distinctive voice and analysis, not aggregation
  • Images properly licensed or created

Guest Content and Contributors

Guest contributors must:

  • Meet the same standards as staff content
  • Disclose relevant credentials and affiliations
  • Submit to editorial review and revision
  • Adhere to disclosure requirements for conflicts

Policy Updates

This editorial policy is reviewed annually and updated as needed. Changes are noted with revision dates.

Questions or Concerns

For questions about our editorial standards or to suggest improvements:

Email:adm@dortacofinance.com
Subject: Editorial Policy Inquiry

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