Year: 2024
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The ABCs of Behavioral Biases (UPDATED 04-2024)
Created: April 22, 2024
Categories: ABCs of Behavioral Biases, Advisor Role/Value, Article, Behavioral Finance, Evidence-Based Investing, General Audience, PowerPoint Presentation, UPDATED Content, White Paper
Description: UPDATED FROM SEPT. 2019: This collection of materials includes: (1) a 6,000-word white paper, (2) the same materials broken into a seven-part drip series, and (3) a PowerPoint presentation on "The ABCs of Behavioral Biases." From anchoring to FOMO, from hindsight, to tracking-error regret, this series covers the most common financial behavioral biases that lead investors astray.
Quarterly Client Letter – 2024 Q1
Created: April 1, 2024
Categories: Behavioral Finance, Client-Focused, Evidence-Based Investing, Quarterly Client Letter
Description: Reflections on strong Q1 markets, and the importance of avoiding stock-picking and market-timing in hot and cold markets; also includes an homage to the late Nobel laureate Daniel Kahneman.
Financial Quick Takes: Financial Goals – Your Tickets To Ride
Created: March 27, 2024
Categories: Article, Evidence-Based Investing, Financial Planning, General Audience, Quick-Reference
Description: This "quick take" piece reviews why it's important for investors to have well-crafted personal financial goals driving their overall investment strategies and selections, and how to establish and maintain relevant goals over time.
Protecting Women’s Wealth
Created: March 16, 2024
Categories: Advisor Role/Value, Article, Client Experience, Estate Planning, Family Wealth, Financial Planning, General Audience, Prospect-Focused, Wealth Management
Description: This article describes some of the hurdles women face in protecting their wealth, including longevity and earning challenges, as well as ways to build greater financial stability through targeted financial planning.
Bringing Order to Your Investment Universe: A 3-Part Series
Created: February 20, 2024
Categories: Advisor Role/Value, Article, Bringing Order to Investing, Client Experience, Evidence-Based Investing, Expenses, Family Wealth, General Audience, Tax Planning
Description: This three-part series walks readers through how to transition from a chaotic collection of assets and accounts into a well-structured investment portfolio. Each part explores the separate planning pieces involved in minimizing the taxable impact of a desired transition, while successfully moving toward a more orderly investment portfolio, and it encourages investors to hire an experienced financial planner to assist them. This series is also available in white paper format, for use as a separate prospecting resource.
Bringing Order to Your Investment Universe: White Paper
Created: February 20, 2024
Categories: Advisor Role/Value, Bringing Order to Investing, Client Experience, Evidence-Based Investing, Expenses, Family Wealth, General Audience, Tax Planning, White Paper
Description: This white paper walks readers through how to transition from a chaotic collection of assets and accounts into a well-structured investment portfolio. It explores how to strike an effective balance between minimizing the taxable impact of a desired transition, while successfully moving toward a more orderly investment portfolio, and encourages investors to hire an experienced financial planner to assist them. Each part in this three-part piece is also available in stand-alone format, for use as a drip series.
Evidence-Based Investment Insights Series: 14 Parts (UPDATED 2024)
Created: January 16, 2024
Categories: Advisor Role/Value, Article, Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, Fixed Income, General Audience, Sustainable Investing, UPDATED Content
Description: UPDATED FROM 2019: This is a series of 14 shorter 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, 26-page white paper and 8-page report also are available for separate download.
Evidence-Based Investment Insights Series REPORT (UPDATED 2024)
Created: January 16, 2024
Categories: Advisor Role/Value, Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, Fixed Income, General Audience, Report, Sustainable Investing, UPDATED Content
Description: UPDATED FROM 2019: This 8-page report strikes a happy medium between the full, 26-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 Insight Series WHITE PAPER (UPDATED 01-24)
Created: January 16, 2024
Categories: Advisor Role/Value, Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, General Audience, Sustainable Investing, UPDATED Content, White Paper
Description: UPDATED FROM 2019: This 26-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 individual installments for "dripping" the series, and a shorter report version are available for separate download in January 2024.
Quarterly Client Letter – 2023 Q4
Created: January 1, 2024
Categories: Client-Focused, Evidence-Based Investing, Quarterly Client Letter
Description: Commentary on the strong 2023 annual returns nobody saw coming, along with timeless advice for informing 2024 investment decisions.