How Do We Choose Funds We Use
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How Do We Choose the Funds We Use? (DRIP SERIES)
Created: May 26, 2022
Categories: Advisor Role/Value, Article, Evidence-Based Investing, General Audience, How Do We Choose Funds We Use, Scary Market Insights
Description: This five-part DRIP series can be sent via emails or blog posts to remind clients and other investors why your rigorous, multi-step investment selection process is important for looking past today’s unsettling news in pursuit of their greater financial goals. It also reinforces the value you add as their investment advisor. We've also released a separate REPORT version if you'd like to distribute the information as a single document.
How Do We Choose the Funds We Use? (REPORT)
Created: May 17, 2022
Categories: Advisor Role/Value, Article, Evidence-Based Investing, General Audience, How Do We Choose Funds We Use, Report, Scary Market Insights, UPDATED Content
Description: UPDATED FROM November 2015: This 4-page REPORT reminds clients and other investors why your rigorous, multi-step investment selection process is important for looking past today’s unsettling news in pursuit of their greater financial goals. It also reinforces the value you add as their investment advisor. We've also released a separate DRIP SERIES if you'd like to distribute the information as a multipart email or blog post series.