Bringing Order to Your Investment Universe: A 3-Part Series  

Created: February 20, 2024

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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

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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

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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

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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

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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

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Description: Commentary on the strong 2023 annual returns nobody saw coming, along with timeless advice for informing 2024 investment decisions.

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