Year-End Reflections on the New U.S. Tax Law  

Created: December 21, 2017

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Description: Use this 550-word client message to reach out to clients about the U.S. tax law changes, to remind them you're available to assist and to suggest potentially advantageous actions they could take before year-end -- such as increasing charitable contributions or shifting taxable income into 2018.

Ten Financial Best Practices to Jump-Start Your New Year  

Created: December 18, 2017

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Description: Use this 1,050-word list of ten financial best practices for prospecting and public education about basic retirement planning, risk management, estate planning, budgeting, debt management, investing and more. A call to action at the end invites readers to be in touch with you for an exploratory conversation. Tailored for U.S. readers, this piece can be readily revised to apply elsewhere.

Cryptocurrency: What’s It All About?  

Created: December 12, 2017

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Description: Use this 1,500-word FAQ on cryptocurrency (and related blockchain technology) to define the terms, the risks and benefits of using it, and why "investing" in it is currently closer to speculating than investing. Break into a series of articles or videos, or use as a single article.

The ABCs of Behavioral Biases: WHITE PAPER  

Created: November 28, 2017

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Description: This 6,000-word piece is a roll-up of the seven-part series, "The ABCs of Behavioral Biases," for those who would like to share it in a white paper format. Be sure to remove the legal disclosures and copyright statement, and incorporate your own branding in the final form (as should be done for all content from the Library, per the license agreement terms).

The ABCs of Behavioral Biases: Conclusion  

Created: November 15, 2017

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Description: This 1,300-word piece is part 7 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. This final part summarizes all of the biases covered and wraps with a call to action. 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.

A Meaningful Message for Thanksgiving (2017)  

Created: November 9, 2017

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Description: This 500-word client letter reflects on the true meaning of happiness as you wish your clients a Happy Thanksgiving. Global advisors can modify the letter to use as a general season's greeting to clients.

The ABCs of Behavioral Biases: S-Z  

Created: October 30, 2017

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Description: This 600-word piece is part 6 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 6 covers sunk cost fallacy and tracking error regret. 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.

The ABCs of Behavioral Biases: O-R  

Created: October 13, 2017

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Description: This 850-word piece is part 5 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 5 covers overconfidence, pattern recognition and recency. 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.

Quarterly Client Letter — 2017 Q3  

Created: October 1, 2017

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Description: This 330-word, third quarter client letter reminds clients why an evidence-based investment approach remains in their best interests, using an illustration from a Russell quarterly report based on less-dependable advice.

The ABCs of Behavioral Biases: H-O  

Created: September 25, 2017

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Description: This 1,030-word piece is part 4 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 4 covers hindsight, loss aversion, mental accounting and outcome bias. 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.

Equifax Breach Commentary  

Created: September 18, 2017

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Description: Use this 785-word client communication to comment on the recently announced Equifax security breach, offer guidance, and remind them of the timeless "Avoiding Financial Scams and Identity Theft Slams" materials you can share with them (also available in the Content-Sharing Library, under Technology). You may also wish to modify this piece to share with additional audiences.

The ABCs of Behavioral Biases: F-H  

Created: September 11, 2017

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Description: This 900-word piece is part 3 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 3 covers fear, framing, greed and herd mentality. 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.

Hurricane Harvey Texan Client Reach-Out  

Created: August 28, 2017

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Description: A 284-word client reach-out for advisors based in Texas, to be in touch with clients about the effects of Hurricane Harvey. (A version for advisors NOT based in Texas also is available as a separate download.)

Hurricane Harvey General Client Reach-Out  

Created: August 28, 2017

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Description: A 238-word client reach-out for advisors NOT based in Texas, to be in touch with clients about the effects of Hurricane Harvey. (A Texan advisor version also is available as a separate download.)

The ABCs of Behavioral Biases: A-F  

Created: August 25, 2017

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Description: This 730-word piece is part 2 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 2 covers anchoring, blind spot, confirmation and familiarity bias. 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.

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.

Quarterly Client Letter – 2017 Q2  

Created: July 4, 2017

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Description: This 440-word, second quarter client letter reminds clients to avoid market-timing and focus instead on asset allocation and rebalancing -- in good markets and bad.

Content from “What Is Evidence-Based Investing?”  

Created: June 22, 2017

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Description: Available exclusively to Content-Sharing Library subscribers, this Word document provides the same talking points used in our recently released "What Is Evidence-Based Investing?" infographic/poster for use in other materials.

Introduction to “What Is Evidence-Based Investing?”  

Created: June 22, 2017

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Description: Use this short, introductory message to share our recently released "What Is Evidence-Based Investing?" infographic/poster with clients, prospective clients and others.

“What Is Evidence-Based Investing?” Slideshow  

Created: June 22, 2017

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Description: Designed to complement our recently released "What Is Evidence-Based Investing?" infographic/poster, this PowerPoint slideshow reiterates the same talking points for use in client, prospective client and other presentations.

Misperceptions About Market Corrections: Are You Prepared?  

Created: June 4, 2017

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Description: This 750-word document can be used in letter, email, article or video script format to help clients and prospects prepare for any future market corrections following the current long stint of relative calm. It encourages readers to ensure their portfolio meets their long-term goals and risk tolerances. Choose from two calls to action at the end, depending on whether you're sharing it with clients or prospects.

Client Reach-Out on Microsoft Ransomware Alert  

Created: May 15, 2017

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Description: Use this 245-word email to reach out to clients and alert them to the current global Microsoft ransomware outbreak. The alert encourages them to install any outstanding Microsoft patches on their devices if they've not yet done so. It also references the new materials on financial fraud and identity theft just added to the Content-Sharing Library. These offer you additional ways to add value to your clients' financial well-being.

Prospecting Reach-Out: Client Referral Intro  

Created: April 17, 2017

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Description: Use this 200-word template to create a personalized letter or e-mail to prospective clients who have been referred to you by one of your current clients ... or modify or excerpt from the template to apply to other prospecting activities. This will be the first of a collection of prospecting templates I'll release over time. I welcome your ongoing suggestions for new ones!

Quarterly Client Letter – 2017 Q1  

Created: April 4, 2017

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Description: This 525-word, first-quarter client letter summarizes some of the noteworthy market and economic events in Q1 2017 and puts them into the usual "stay the course" context.

An Index Overview | Part 4: Index Investing – Opportunities and Obstacles  

Created: March 21, 2017

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Description: This 1,200-word piece is part four of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 took a closer look at what index points measure and some of their inherent characteristics. Part 3 explored some of the idiosyncrasies inherent to indexes. This final part 4 explores how indexes are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 3: Index Mechanics – Interesting Idiosyncrasies  

Created: March 8, 2017

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Description: This 1,060-word piece is part three of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 took a closer look at what index points measure and some of their inherent characteristics. Part 3 explores some of the idiosyncrasies inherent to indexes. The final part 4 will explore how indexes are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 2: A Few Points About Index Points  

Created: February 23, 2017

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Description: This 780-word piece is part two of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 takes a closer look at what index points measure and some of their inherent characteristics. Future parts will look at some of the strategies used to structure indexes, and how they are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 1: Indexes, Defined  

Created: February 12, 2017

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Description: This 800-word piece is part one of a four-part series covering indexes and index investing. Part 1 defines indexes in general, summarizes key uses (benchmarking and index fund investing), and explains why milestones like the "Dow 20,000" should not be used to engage in market-timing. Future parts will take a closer look at some of the strengths and weaknesses inherent to indexes and index fund investments. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

Cover Intro for Dimensional 2016 Market Review  

Created: January 12, 2017

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Description: This 450-word summary provides an introduction you can use to share Dimensional's 2016 Advisor Byline Market & Economic Review. It's primarily for being in touch with your clients, although it can be modified to serve as a prospecting piece as well.

Quarterly Client Letter – 2016 Q4  

Created: January 3, 2017

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Description: This 425-word, fourth quarter (year-end) client letter acknowledges that 2017 remains an unknown and reminds investors of the durability of what really drives market returns -- which is global human enterprise.

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