Tax Planning Part 1: Tools of the Trade  

Created: July 27, 2021

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Description: Part 1 of a 2-part series on tax-planning. Part 1 defines "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 (to be published soon) will explore techniques aimed at reducing families' lifetime tax bills by leveraging available tools to maximum effect.

Quarterly Client Letter – 2021 Q2  

Created: July 1, 2021

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Description: This 491-word Q2 2021 quarterly client letter compares recent speculative ventures like FINRA-fined Robinhood’s IPO filing, with the 50th anniversary of index investing.

Inflation Part 2: What We Can Do About It  

Created: June 24, 2021

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Description: Part 2 of a 2-part series on inflation. Part 1 defined inflation, put current events in greater context, and described the difference between "good" and "bad" inflation. This Part 2 explores why forecasts for inflation remain as fuzzy as ever, and how investors can best prepare for whatever may happen next.

Inflation Part 1: What We Know  

Created: June 15, 2021

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Description: Part 1 of a 2-part series on inflation. Part 1 defines inflation, puts current events in greater context, and describes the difference between "good" and "bad" inflation. Part 2 explores why forecasts for inflation remain as fuzzy as ever, and how investors can best prepare for whatever may happen next.

Three Advisor Firm Fact Sheet Cover Letter Templates  

Created: May 26, 2021

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Description: These three cover letter templates complement our Advisor Firm Fact Sheet (found at https://www.wendyjcook.com/advisor-firm-fact-sheet/), and are available at no added cost to any advisor who purchases this product. Use them to share your custom-branded fact sheet with prospects, clients, and centers of influence (such as attorneys or CPAs). Content-Sharing Library members also can download and adopt these cover letters for use with any firm brochure or fact sheet they’ve created.

Protecting What’s Yours (After You Pass) Part 2  

Created: May 17, 2021

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Description: Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. This part 2, at 1,413 words, offers step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."

Protecting What’s Yours (After You Pass) Part 1  

Created: April 29, 2021

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Description: Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. Part 2 (coming soon) will offer step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."

Quarterly Client Letter – 2021 Q1  

Created: April 1, 2021

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Description: This 416-word Q1 2021 quarterly client letter reminds clients why it's just as important to ignore hot hands as cold fears in ever-changeable markets.

Understanding The 2021 Recovery Rebate Stimulus Payments  

Created: March 12, 2021

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Description: An 864-word overview summarizing how the newly passed American Recovery Act of 2021 Recovery Rebate Stimulus Payments work: Who will receive them, how much they can expect to receive (if anything), and the three ways they may qualify for full or partial payments based on their 2019, 2020, and/or 2021 AGI.

SPACS, NFTs, and Other Jungle Creatures  

Created: March 11, 2021

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Description: Use this 1,117-word report to describe some of the latest trading trends to clients and prospects, put the activity in the context of similar historical runs, and explain why long-term investors should avoid the excitement of short-term speculation.

Cryptocurrency: What’s It All About – Part 3  

Created: February 21, 2021

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Description: Share this three-part series on cryptocurrency (and related blockchain technology) with clients or prospects to describe the terminology, the risks and benefits of using it, and why trading in it is currently closer to speculating than investing. Part 1 covered understanding cryptocurrency. Part 2 covered the risks and benefits of earning/spending cryptocurrency. This part 3 explores trading in it. Share as a series of articles or videos, or combine all three into a single report.

Cryptocurrency: What’s It All About – Part 2  

Created: February 9, 2021

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Description: Share this three-part series on cryptocurrency (and related blockchain technology) with clients or prospects to describe the terminology, the risks and benefits of using it, and why trading in it is currently closer to speculating than investing. Part 1 covered understanding cryptocurrency. This part 2 covers the risks and benefits of earning/spending cryptocurrency. Part 3 will explore trading in it. Share as a series of articles or videos, or combine all three into a single report.

GameStop Client Reach-Out  

Created: February 1, 2021

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Description: Share this 855-word piece with clients and prospects to offer a synopsis (to date) of the unfolding marketing volatility generated by GameStop and similar short-sold stocks, and to remind them of the essential differences between long-term investing versus short-term trading.

Cryptocurrency: What’s It All About – Part 1  

Created: January 27, 2021

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Description: Share this three-part series on cryptocurrency (and related blockchain technology) with clients or prospects to describe the terminology, the risks and benefits of using it, and why trading in it is currently closer to speculating than investing. This part 1 covers understanding cryptocurrency. Forthcoming parts cover the risks and benefits of earning/spending cryptocurrency (part 2), and trading in it (part 3). Share as a series of articles or videos, or combine all three into a single report.

Quarterly Client Letter – 2020 Q4   Free Sample (Click on title to download)

Created: January 4, 2021

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Description: This 487-word Q4 2020 quarterly client letter reviews the wild ride 2020 delivered and why it’s important to stay the course through both bear and bull markets. It lists the ways you’ll be helping them do that, in the context of current financial and political news.

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