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Cost: $325 USD/year
Want to preview the Library?
What you see is what you’ll get if you subscribe (typically in editable, Microsoft Word format).
Looking for extra support?
Set It and (Almost*) Forget It
Could you use some help using materials from the Content-Sharing Library? We also have a strategic alliance with Social Seed Marketing, who can help you use our content to keep your blog and social media active through their “Set It and (Almost*) Forget It” program!
* Of course, the SEC and other regulators want you to keep an eye on your third-party service providers like us … and so do we. We make it as easy as possible for you to fulfill that obligation, without sacrificing excess time on the quality communications you send to your clients and prospects.
Looking for free samples?
Click on the button, then click on titles to download the samples.
Questions? Here’s more information …
What can I expect to find in the Library?
When you become an annual member, you’ll receive full access to all existing and newly added materials. Expect two new pieces each month on average, or a minimum of 24 pieces annually. The tone is conversational, presenting evidence-based investing and related concepts in terms a typical investor can understand and embrace in:
- Timely informational pieces, such as quarterly client letters and responses to significant breaking news, to help investors place current events into the context of a long-term, cost-effective, evidence-based strategy.
- Timeless educational pieces to help you add value as an advisor on subjects ranging from portfolio rebalancing to understanding market climates to planning for family wealth transitions.
How should I use the Library?
Most of the materials are best suited for sharing directly with groups or individuals in print, electronic or video format. Typical uses include e-newsletters, direct postal or electronic mailings, supporting handouts (articles, brochures, white papers, etc.), video scripts, and similar purposes.
If you’re planning to use the content in a blog or web-based public forum where it’s especially important for your content to be distinct, we strongly recommend customizing it or linking to the material as a PDF handout. (In other words, it’s not in your best interests to just copy it out to the web as is.) The material should not be used for venues where you are required to hold the copyright (such as media outlets).
What If I could use some help customizing and sharing materials from the Library?
We also have a strategic alliance with Social Seed Marketing, who can help you use our content to keep your blog and social media active through their “Set It and Forget It” program! (Sold separately.)
Is the Library a good fit for me and my clients?
Materials found here are crafted for independent fee-only, Registered Investment Advisor firm advisors who embrace an evidence-based investment strategy. They are most applicable for advisors who typically use Dimensional Fund Advisors funds or similar efficiently structured, low-cost solutions for the core of their portfolios.
How do I get started?
Cost: $325 USD/year
I still have questions. How can I learn more?
Please be in touch. We will be happy to speak with you further.