Quarterly Client Letter — 2019 Q2  

Created: July 2, 2019

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Description: Use this 632-word quarterly client letter for Q2 2019 to describe Daniel Kahneman's research into decision-making "noise," and how it can be employed for improved investing.

The Viability of the Value Premium (Multi-Part Series)  

Created: June 16, 2019

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Description: This multi-part series segments the full-length 1,765-word report on the viability of the value premium into five shorter, quick-read pieces. It covers the origins of the value premium, historical precedents, additional evidence that the value premium likely remains viable, and the role global diversification plays in managing risks and expected returns. The five parts are bundled into a single zip file for simplified download.

The Viability of the Value Premium (Full Report Version)  

Created: June 16, 2019

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Description: This 1,765-word document addresses investor concerns that the value premium may be "dead," since value stocks have underperformed growth stocks for approximately the past decade. It covers the origins of the value premium, historical precedents, additional evidence that the value premium likely remains viable, and the role global diversification plays in managing risks and expected returns.

Good Advice (UPDATED)  

Created: May 27, 2019

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Description: UPDATED FROM 2016: This 605-word piece reminds your clients and informs prospective clients that the best-interest advice you offer goes well beyond stock-picking tips. It reinforces why a good financial adviser remains relevant even as low-cost funds, automated investing and simplified financial planning are on the rise.

What Is Asset Location? (UPDATED)  

Created: May 27, 2019

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Description: UPDATED FROM 2013: This 710-word article is part of our ongoing "What Is ...?" series. It defines asset LOCATION, differentiates it from asset ALLOCATION, and provides an overview of both its benefits and challenges. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.

What Is Liquidity?  

Created: May 14, 2019

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Description: This 768-word article is part of our ongoing "What Is ...?" series. It defines liquidity, offers some approachable examples of how it works, and considers it within the context of an overall investment portfolio. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.

Evidence-Based Investment Insights Series WHITE PAPER (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This 25-page white paper compiles the entire Evidence-Based Investment Insights series into a single document you can use to design your own company white paper. Share the paper as a printed handout or in PDF/booklet form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes. A set of 14 individual installments for "dripping" the series, and an 8-page report version of this same material also are available for separate download.

Evidence-Based Investment Insights Series REPORT (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This 8-page report strikes a happy medium between the full, 25-page white paper and the individual installments available in the Evidence-Based Investment Insights series. Compiling key messages from the entire series, this report offers a mid-length, single document overview of evidence-based investing. Share the paper as a printed handout or in PDF form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes.

Evidence-Based Investment Insights Series — 14 Parts (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This is a series of 14 short pieces for explaining evidence-based investment principles in a step-by-step approach. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script to introduce your investment approach to prospective clients or to review key benefits with existing clients. Collection will download as a zip file containing 14 Word documents. A compiled, 25-page white paper and 8-page report also are available for separate download.

Quarterly Client Letter — 2019 Q1  

Created: April 1, 2019

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Description: This 520-word quarterly client letter reflects on the differences between breaking news and timeless investment tenets, noting in particular the contrast between Q1 performance and recent volatile returns just prior.

Money Management Lingo  

Created: March 27, 2019

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Description: This 860-word document provides a beginner's guide intro to some of the most common terminology advisors tend to use when introducing prospective and new clients to money management services. For example, it differentiates assets, funds, accounts and custodians -- explaining which roles each play. (Note: Non-U.S. advisors might want to swap out some of the examples with illustrations of their own -- such as referencing your country's tax-advantaged accounts rather than U.S.-based IRAs.)

A Client Referral Reach-Out  

Created: March 7, 2019

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Description: Use this 260-word piece to reach out to clients in an email or postal mailing, reminding them that you warmly welcome their referrals whenever they know of someone who may benefit from a conversation with you or your firm.

A Second Opinion Reach-Out  

Created: February 25, 2019

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Description: Use this 525-word piece to reach out to prospects (or, with minor revisions, to clients), encouraging them to schedule a second opinion meeting with you. The piece describes what to expect as well as red flags to avoid when seeking an objective second opinion about their investment portfolio. It could also be re-purposed as a general article.

What Is Asset Allocation?  

Created: February 13, 2019

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Description: This approximately 750-word piece provides a working definition of asset allocation, to share with clients, prospects and others. It's the latest addition to an accumulating "What Is ...?" series, defining frequently used terminology for those who may not "just know" what it means.

An Homage to John “Jack” Bogle   Free Sample (Click on title to download)

Created: January 17, 2019

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Description: Use this 340-word note to reach out to clients to celebrate Jack Bogle's life and remind them that you're here to help them pursue their own best pursuits in similar fashion.

Cover Intro for Dimensional 2018 Market Review  

Created: January 8, 2019

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Description: This 565-word summary provides an introduction you can use to share Dimensional's 2018 Market Review, with an emphasis on remaining resolute and diversified during volatile markets. You can use the intro to be in touch with your clients or as a prospecting piece for those interested in evidence-based investing.

Quarterly Client Letter — 2018 Q4  

Created: January 2, 2019

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Description: This 515-word quarterly client letter offers two talking points on how to consider current market conditions in the context of long-term market performance. "Average" returns aren't the norm, and recency bias is a risk.

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