Bank Run News  

Created: March 13, 2023

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Description: A client reach-out to comment on current bank runs, beginning with Silicon Valley Bank.

Unsung Money Mentors: The Legacy Dan Wheeler Left Us  

Created: February 28, 2023

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Description: In the first of what may become a series of unsung money mentors, we reflect on the legacy the recently passed Dan Wheeler left for the independent, fee-only advisor community in general, and evidence-based investment advisors in particular. The piece covers his influence on the advisor community before and after he joined Dimensional Fund Advisors.

4 Ways to Apply the 80/20 Rule to Your Financial Pursuits  

Created: February 5, 2023

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Description: The "80/20 rule" suggests 80% of an outcome is often the result of just 20% of the effort you put into it. In that spirit, this piece offers 4 financial best practices where the 80/20 rule applies. These include staying invested across varied markets, emphasizing asset allocation over stock-picking, having a basic financial plan to guide the way, and freezing your credit report to minimize financial fraud.

Financial & Identity Theft Quick Reference – U.S. Version (UPDATED)  

Created: February 5, 2023

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Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help U.S. clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.

Financial & Identity Theft Quick Reference – Canadian Version (UPDATED)  

Created: February 5, 2023

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Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help CANADIAN clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.

Quarterly Client Letter – 2022 Q4  

Created: January 4, 2023

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Description: This quarterly and year-end client letter looks back on negative returns in 2022, and cautions clients against letting potential pessimism alter their asset allocation decisions. You never know what the near-term future holds, so long-term planning remains advised.

What’s in the SECURE 2.0 Act?  

Created: January 3, 2023

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Description: A five-page overview of key provisions in the newly enacted SECURE 2.0 Act of 2022, including updates that impact: (1) savers/investors, (2) employers/plan sponsors, (3) current spending (such as emergency expenses), (4) Roth accounts, (5) RMD requirements, and (6) charitable giving.

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