Protecting Your Child from Identity Theft (US Version)   Free Sample (Click on title to download)

Created: September 24, 2018

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Description: Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.

Protecting Your Child from Identity Theft (Canadian Version)   Free Sample (Click on title to download)

Created: September 24, 2018

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Description: Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.

An Evidence-Based Approach to Sustainable Investing, Part I: Setting the Sustainable Stage   Free Sample (Click on title to download)

Created: June 18, 2018

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Description: This 500-word document is part I of a three-part series, providing an informational overview of sustainable investing in the context of evidence-based investment strategies. Part I introduces a few key terms and summarizes how sustainable investment priorities may vary depending on individual goals. Use this series to respond to client and prospect questions about sustainable investing.

Quarterly Client Letter — 2018 Q1   Free Sample (Click on title to download)

Created: April 2, 2018

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Description: This 500-word quarterly client letter reflects on the recent uptick in market volatility, encouraging clients to be in touch with you if they need a "pep talk," a shift in their investment plans, or both.

The ABCs of Behavioral Biases: Introduction   Free Sample (Click on title to download)

Created: August 18, 2017

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Description: This 600-word introduction kicks off a seven-part series exploring behavioral biases that cause the most damage to investor resolve. First, we explore why we have behavioral biases, what they do to us, and what we can do about them. Next we'll introduce specific behavioral biases in alphabetic order. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

Half of a Whole: When You Lose Your Spouse   Free Sample (Click on title to download)

Created: July 21, 2017

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Description: This 900-word piece can be used as an article, email or video script to share with clients and prospective clients. It encourages those experiencing grief to hold off on making financial decisions that can wait, and offers supportive guidance to consider. It also encourages couples to complete their estate and advance planning if they've not yet done so.

Brexit Vote and Market Outcomes   Free Sample (Click on title to download)

Created: June 24, 2016

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Description: This 680-word piece can be used to reach out to your clients to remind them that you are there for them and to encourage them to stay the course during the days ahead. With minor modifications, it could be used for a general e-blast, video script or similar content for wider audiences.

Our Mixed Up, Messed Up Relationship with Investment Risk   Free Sample (Click on title to download)

Created: May 11, 2016

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Description: As we swing into another summer of global events (such as the Cdn. Fort McMurray wildfire, UK Brexit and US elections), this article presents ways that investors tend to overestimate, underestimate, misunderstand and mistreat investment risks (both return-generating market risks as well as avoidable concentrated ones). Use this 1,000-word piece to explain investment risks to prospects and clients alike. Break each section into a series for video scripts or other uses.

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