Editorial standards for the Olomon Blog

Editorial mission

Financial content should be clear, sourced, and free from conflicts of interest. The Olomon blog is built so that an individual, a financial advisor, a journalist, or a search engine can quote any post confidently and trace every numeric or dated claim back to a primary source.

Source policy

Every numeric, dated, or factual claim is footnoted to a named primary source. We cite the dataset, not just the agency, so a reader can verify the exact number we used. Posts cite primary sources from:

• Federal Reserve — FRED economic time series, Survey of Consumer Finances, Z.1 Financial Accounts of the United States.
• Bureau of Labor Statistics — Consumer Expenditure Survey, Current Employment Statistics, JOLTS, CPI.
• IRS — Statistics of Income, named publications (590-A/B, 17, 590), retirement plan limits.
• SEC, FINRA, CFPB — advisor disclosure data (Form ADV), BrokerCheck, Investment Company Institute reports, CFPB consumer financial well-being research.
• Named industry and academic research — Cerulli Associates HNW reports, McKinsey Global Institute, the Williams Group on intergenerational wealth transfer, Vanguard and Fidelity research papers, peer-reviewed academic journals.

What we do not do:

• No paid placement. Olomon does not accept payment for inclusion, framing, product mentions, or external links in blog posts.
• No statistic without a source. Every numerical claim must trace to a verifiable, linked human source. The automated audit fails the post if any footnote is missing or unmatched.
• No link aggregators or SEO middlemen. Citations link directly to the authoritative page, not to a summary blog or an aggregator article.
• Versioning. Statistics are stamped with the year they reflect so it is obvious when a post needs a refresh.

How each post is built

1. Brief: Every post starts from a structured brief written by the editorial team: target keyword, reader persona, funnel stage, content category, angle. The brief sets the boundaries of what the post will and will not cover.
2. Draft: Drafts are produced by the editorial team, supported by research and structuring tools (including AI assistance on a portion of posts — see disclosure below) under strict rules: every claim must be specific, every numerical or dated claim must carry a primary-source footnote, and the post must satisfy our published writing standard.
3. Fact-check: An automated audit verifies structural compliance (heading-as-query, sourced statistics, FAQ cadence, metadata budgets) and surfaces every numerical claim for human verification against the cited source. Posts cannot publish until the audit’s error severity passes.
4. Human review: A named human editor reviews every draft — voice, accuracy, source quality, citation integrity, and whether the post actually answers the question its title asks. No draft publishes without explicit human approval.
5. Publication: Posts publish with a publishDate stamp, structured data (BlogPosting, FAQPage, BreadcrumbList JSON-LD) so search engines and AI systems can correctly attribute the post, and an explicit list of every primary source used.
6. Update cadence: Every post is reviewed at least quarterly and re-reviewed whenever a relevant law, regulation, statistic, or industry standard changes. The updatedDate stamp reflects the most recent substantive review. We prioritize refreshing top-performing posts on a 90-day cycle so citations stay current.

Expert review program

We are actively building a credentialed-reviewer network of CFP® professionals, CPAs, and estate planning attorneys. Posts these reviewers touch will display their full name, title, designation, and verifiable credential link in the byline.

Until the program is live, we rely on rigorous primary- source verification by the editorial team and explicit, linked citations on every post. We would rather show you the source we used than claim a reviewer we don’t yet have.

The “How does Olomon help…” section

Each post includes a clearly labeled “How does Olomon help [persona] with [topic]” section near the end. This is Olomon’s first-party perspective — informed by our work building a financial system of record — and is intentionally separated from the analytical body content above it. We use this structure so readers and search engines can distinguish neutral analysis from Olomon viewpoint. Rare post types where this section would feel forced (founder POV essays, category-creation essays, news commentary) explicitly opt out of the section in the editorial brief.

AI disclosure

We use AI tools as part of our research and drafting workflow on a portion of our posts. We disclose this practice in detail because regulatory standards on AI content disclosure are tightening and because trustworthy AI-assisted editorial sets a different standard than the synthetic content flooding the web.

When AI assistance is used in a draft, it operates under explicit constraints encoded in our prompt:

• Every claim must be specific. Generic guru-speak is rejected at the audit step.
• Every numerical or dated claim must carry a primary- source footnote. The audit fails the post if any are missing.
• Every section must open with a direct answer to the heading’s question — not a narrative warm-up.
• Voice must match our published voice standard. No hype words, no sales register, no padding-to-a-count or clickbait scaffolding. Numbered frameworks, checklists, comparison tables, and step-by-step guides are encouraged when the count is real (the post would naturally have N items because there are N items, not because an SEO target said “7 ways”).
• Every post requires named human approval before publication. AI never publishes autonomously.

What AI tools are not used for:

• Fabricating quotes, expert attributions, or testimonials.
• Generating statistics, research findings, or citations that are not independently verifiable against a named primary source.
• Substituting for credentialed advice. Posts that touch tax, legal, or fiduciary specifics carry the standard educational-content disclaimer and direct the reader to a credentialed professional.
• Producing content for posts where Olomon has any financial relationship with the subject. We don’t accept paid placement, but stating it explicitly closes the loop.
• Replacing the named human editor at the human-review step.

Posts where AI assistance is not used (founder essays, breaking-news commentary, certain personal pieces) are authored normally. The byline and authorId in the post metadata indicate the named human author in those cases.

Corrections and feedback

If you spot an error, ambiguity, or outdated statistic, send a note through our contact form and include the post URL plus the change you’d like us to consider. We treat factual error reports as priority items and update affected posts within five business days.

Frequently asked questions

• Is the Olomon blog financial advice?
  No. The blog is editorial analysis and educational guidance, not personalized financial, tax, or legal advice. Posts describe frameworks, practices, and evidence-based approaches relevant to households managing complex finances and to the advisors who serve them. For advice tailored to your specific situation, consult a credentialed CFP® professional, CPA, or estate planning attorney.

• Who writes the Olomon blog?
  Posts are written by the Olomon editorial team and fact-checked against primary sources cited inline on every numerical or dated claim. Author bylines on individual posts indicate the credentialed lead writer or reviewer where applicable; the default Olomon Team byline applies to team-authored pieces. We are also building a credentialed-reviewer network of CFP® professionals, CPAs, and estate planning attorneys; posts they review will display their full credentials and verifiable license link once that program is live.

• What sources does the Olomon blog cite?
  Primary, authoritative sources only. Federal Reserve datasets (FRED, Survey of Consumer Finances), Bureau of Labor Statistics (CES, CEX, JOLTS), IRS publications and Statistics of Income, SEC and FINRA disclosure data, CFPB consumer reports, named academic studies, and named industry research from Cerulli Associates, McKinsey Global Institute, and the Williams Group. Every numeric or dated claim carries a footnote that links directly to the authoritative page used.

• How often does Olomon update blog posts?
  Posts are reviewed at least quarterly and re-reviewed whenever a relevant law, regulation, statistic, or industry standard changes. The updatedDate stamp on each post reflects the most recent substantive review. AI-search citations decay roughly every 13 weeks without freshness updates, so we prioritize refreshing top-performing posts on a 90-day cycle.

• Does Olomon use AI tools in the editorial workflow?
  Yes — and we document the full practice in detail in the AI disclosure section of this page. The short version: AI tools assist with research synthesis, source-finding, and structuring on a portion of our posts, under strict source-attribution rules and named human editorial review before publication. AI is never used to fabricate quotes, generate unsourced statistics, or substitute for credentialed advice. We disclose this practice transparently because regulatory standards on AI content disclosure are tightening and because trustworthy AI-assisted editorial sets a different standard than the synthetic content flooding the web.

• How can I report an error or suggest a topic?
  Use our contact form (linked from the footer of every page) and include the post URL plus the change you'd like us to consider. We treat factual error reports as priority items and update affected posts within five business days. Topic suggestions are reviewed during weekly content planning.