Three Thoughts During Scary Markets   Free Sample (Click on title to download)

Created: March 9, 2020

Categories: , , , , , , , ,

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.

Quarterly Client Letter — 2019 Q2   Free Sample (Click on title to download)

Created: July 2, 2019

Categories: , , , , ,

Description: Use this 632-word quarterly client letter for Q2 2019 to describe Daniel Kahneman's research into decision-making "noise," and how it can be employed for improved investing.

An Homage to John “Jack” Bogle   Free Sample (Click on title to download)

Created: January 17, 2019

Categories: , , , , ,

Description: Use this 340-word note to reach out to clients to celebrate Jack Bogle's life and remind them that you're here to help them pursue their own best pursuits in similar fashion.

Protecting Your Child from Identity Theft (US Version)   Free Sample (Click on title to download)

Created: September 24, 2018

Categories: , , , , ,

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: , , , , ,

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.

An Evidence-Based Approach to Sustainable Investing, Part I: Setting the Sustainable Stage   Free Sample (Click on title to download)

Created: June 18, 2018

Categories: , , , , ,

Description: This 500-word document is part I of a three-part series, providing an informational overview of sustainable investing in the context of evidence-based investment strategies. Part I introduces a few key terms and summarizes how sustainable investment priorities may vary depending on individual goals. Use this series to respond to client and prospect questions about sustainable investing.

Half of a Whole: When You Lose Your Spouse   Free Sample (Click on title to download)

Created: July 21, 2017

Categories: , , , , , ,

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.

Back to top