Free Samples
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Back to the Investment Basics: Part 1 — Remembering Summers Past Free Sample (Click on title to download)
Created: August 29, 2022
Categories: Article, Back to the Basics, Behavioral Finance, Breaking News, Economics, Evidence-Based Investing, Free Samples, General Audience, Politics
Description: Part 1 of a multipart series reminds investors to consider current market events in proper historical context, while depending on investment basics to move past today's challenges and future unknowns. In upcoming parts, we'll cover five investment basics: saving, market returns, market pricing, investor resolve, and personal financial goals.
Quarterly Client Letter – 2022 Q1 Free Sample (Click on title to download)
Created: April 4, 2022
Categories: Advisor Role/Value, Breaking News, Client-Focused, Economics, Evidence-Based Investing, Fixed Income, Free Samples, Politics, Quarterly Client Letter
Description: This quarterly client letter explores the essentials of investment planning amidst current market volatility, aggravated by inflation, interest rates, and economic concerns. It optionally points to the recently completed three-part report on the same.
Eight “Best/Worst” Wealth Strategies During the Coronavirus Free Sample (Click on title to download)
Created: June 28, 2020
Categories: Advisor Role/Value, Alternative Investments, Article, Evidence-Based Investing, Financial Planning, Free Samples, General Audience, Listicle, Wealth Management
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.
Three Thoughts During Scary Markets Free Sample (Click on title to download)
Created: March 9, 2020
Categories: Advisor Role/Value, Behavioral Finance, Breaking News, Client Experience, Client-Focused, Evidence-Based Investing, Free Samples, General Letter/E-Mail, Scary Market Insights
Description: As market headlines go from bad to worse, share this 685-word confidence-building reach-out with your clients (or, with modest edits, with a wider audience). Includes a review of the relationship between risk and expected reward, the significance of being prepared in advance for these kinds of downturns, and a reminder that you remain available to provide objective advice.
Protecting Your Child from Identity Theft (US Version) Free Sample (Click on title to download)
Created: September 24, 2018
Categories: Advisor Role/Value, Article, Free Samples, General Audience, Security, Technology
Description: Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.
Protecting Your Child from Identity Theft (Canadian Version) Free Sample (Click on title to download)
Created: September 24, 2018
Categories: Advisor Role/Value, Article, Free Samples, General Audience, Security, Technology
Description: Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.
Half of a Whole: When You Lose Your Spouse Free Sample (Click on title to download)
Created: July 21, 2017
Categories: Advisor Role/Value, Article, Client Experience, Estate Planning, Free Samples, General Audience, Wealth Management
Description: This 900-word piece can be used as an article, email or video script to share with clients and prospective clients. It encourages those experiencing grief to hold off on making financial decisions that can wait, and offers supportive guidance to consider. It also encourages couples to complete their estate and advance planning if they've not yet done so.