Names, Dates and Numbers
Names, dates, monetary figures, percentages, quantities, locations and other specific factual details.
Fact-Checking Policy
FinancialSumo checks material facts, names, dates, quotations, statistics and financial claims against relevant sources before publication and reviews reported concerns after publication
Editorial verification
FinancialSumo aims to publish accurate, clear and source-based information about personal finance, investing, banking, market news and broader finance topics.
This policy explains which details may receive factual review, which sources are generally preferred, how sensitive financial claims are approached and how readers can report a possible error.
Review scope
What May Be Checked
FinancialSumo’s pre-publication review focuses on material facts, names, dates, quotations, statistics, financial claims and consistency between the headline, summary and article body.
Quotations and Attribution
Quoted statements, paraphrases, document descriptions and the attribution of claims to people, companies or organizations.
Product Details
Rates, fees, account minimums, product terms, eligibility, availability and relevant restrictions where those details are material to the article.
Company and Market Claims
Company disclosures, market information, transactions, financial results, business developments and other claims requiring reliable support.
Regulatory References
Laws, rules, regulatory actions, government guidance, public records and descriptions of official requirements.
Source Links
Articles should link to publicly available filings, official data, reports or other material sources when those sources support central factual claims.
Rankings and Reviews
Prices, fees, features, limitations, ranking factors, scores and methodology statements used in evaluations and comparisons.
Historical Context
Timelines, previous events, prior company actions and background necessary to understand a current financial development.
Forecasts and Estimates
Whether projections, analyst expectations and estimates are clearly identified rather than presented as confirmed future outcomes.
Commercial Claims
Whether advertising, company marketing or promotional statements are being represented accurately and distinguished from independent evidence.
Source standards
Sources We Prefer
FinancialSumo generally prefers sources that allow readers and editors to identify where a factual claim came from and evaluate whether the source is appropriate for that claim.
The strongest source may differ depending on whether the article concerns regulation, a financial product, a company announcement, market data, consumer guidance or expert interpretation.
Official and Public Sources
Government publications, regulatory materials, court or public records, official statistics and other authoritative documents.
Direct Product and Company Sources
Product documentation, account disclosures, fee schedules, public filings, company announcements and direct organizational statements.
Research and Expert Sources
Recognized research, appropriate datasets and statements from relevant experts when expertise and context are material.
Reputable Secondary Sources
Established reporting and reliable secondary analysis may be used for confirmation, background or context when appropriate.
Promotional material requires context
Company marketing, testimonials, customer reviews and promotional claims may provide useful context, but they should not automatically be treated as independent verification of performance, quality, safety or superiority.
Verification principles
How Claims May Be Evaluated
Fact-checking is not limited to locating a link. The source should be relevant to the specific statement, current enough for the subject and presented without removing important qualifications.
Match the Source to the Claim
A source supporting one detail should not be presented as support for a broader conclusion that the source does not establish.
Check Time-Sensitive Details
Rates, fees, prices, product terms, eligibility and availability may require additional attention because they can change quickly.
Distinguish Facts and Interpretation
Confirmed facts, allegations, analysis, opinion, estimates and projections should not be presented as though they have the same evidentiary status.
Preserve Necessary Context
Statistics, quotations and official statements should not be shortened or summarized in a way that materially changes their meaning.
Corroborate Where Appropriate
Important or disputed claims may require comparison with additional documents, records or independent sources where such evidence is reasonably available.
State Material Uncertainty
When reliable information remains incomplete, developing or disputed, the article should avoid presenting uncertainty as established fact.
Sensitive financial topics
YMYL Review
FinancialSumo covers topics that may affect financial decisions and other important life circumstances. Claims involving investing, banking, credit, insurance, mortgages, retirement, taxes, laws, safety or professional guidance require additional caution.
Relevant review may include closer attention to source authority, current product terms, important risks, eligibility restrictions, uncertainty and the distinction between general information and personalized advice.
FinancialSumo does not provide personalized financial, investment, tax, legal, insurance, medical, mental-health or other professional advice.
Important context
Limits of Fact-Checking
Financial information changes
Rates, fees, market prices, product terms, laws, regulations, company policies and service availability may change after an article is published.
Sources can be incomplete
Public records, company statements, datasets and official materials may contain limitations, later revisions or information that was not available when an article was prepared.
Analysis is not a guaranteed outcome
Interpretations, rankings, estimates and forecasts may depend on stated criteria or assumptions and should not be understood as guaranteed future results.
Corrections remain part of accountability
FinancialSumo corrects verified material factual errors and may add a correction notice when the original wording could have materially affected reader understanding.
Reader feedback
Report a Possible Factual Error
Suspected factual errors, outdated product details, quotation concerns or source problems may be reported to factcheck@financialsumo.com .
The relevant FinancialSumo article URL
The exact statement, figure, quotation or section in question
A clear explanation of the suspected problem
A reliable source, document or other supporting evidence
Contact details if additional context may be needed
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