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.

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.

Eight “Best/Worst” Wealth Strategies During the Coronavirus   Free Sample (Click on title to download)

Created: June 28, 2020

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Description: Share this 833-word document with clients and prospects to cover eight of the most and least effective ways for they can spend their time and energy shoring up their financial well-being in the time of the coronavirus.

Food for Thought: “Reducing the Risk of Black Swans” Book Review  

Created: August 6, 2018

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Description: This 1,250-word book review of Larry Swedroe's and Kevin Grogan's book, "Reducing the Risk of Black Swans," will be useful for advisors who are introducing some of the newer factors and alternative investment strategies into their evidence-based investment portfolios. Share it with clients or prospects, along with the book itself, or use it as a summary for in-house reference.

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