Intro to Expert Commentary
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Cover Intro for Dimensional 2018 Market Review  
Created: January 8, 2019
Categories: Advisor Role/Value, Dimensional Fund Advisors, Evidence-Based Investing, General Audience, General Letter/E-Mail, Intro to Expert Commentary, Scary Market Insights
Description: This 565-word summary provides an introduction you can use to share Dimensional's 2018 Market Review, with an emphasis on remaining resolute and diversified during volatile markets. You can use the intro to be in touch with your clients or as a prospecting piece for those interested in evidence-based investing.
Cover Intro for Dimensional 2017 Market Review  
Created: January 9, 2018
Categories: Advisor Role/Value, Client-Focused, Dimensional Fund Advisors, Evidence-Based Investing, General Audience, General Letter/E-Mail, Intro to Expert Commentary
Description: This 500-word summary provides an introduction you can use to share Dimensional's 2017 Advisor Byline Market Review. You can use it to be in touch with your clients or as a prospecting piece for those interested in evidence-based investing.
Cover Intro for Dimensional 2016 Market Review  
Created: January 12, 2017
Categories: Advisor Role/Value, Client-Focused, Dimensional Fund Advisors, Evidence-Based Investing, General Letter/E-Mail, Intro to Expert Commentary
Description: This 450-word summary provides an introduction you can use to share Dimensional's 2016 Advisor Byline Market & Economic Review. It's primarily for being in touch with your clients, although it can be modified to serve as a prospecting piece as well.
Intro for “Reflections on Real Estate Investing” Report  
Created: July 19, 2016
Categories: Breaking News, Client-Focused, Evidence-Based Investing, General Letter/E-Mail, Intro to Expert Commentary, Real Estate Investing, Tax Planning
Description: For advisers who are receiving timely queries about the current (July 2016) sell-off of U.K. Open Ended Property funds, this 200-word cover letter can be used to share the separate "Reflections on Real Estate Investing" report. The report can be used along with this intro, or it can serve as a general, stand-alone piece on real estate investing.
Cover Intro for Dimensional 2015 Year in Review  
Created: January 21, 2016
Categories: Advisor Role/Value, Breaking News, Client-Focused, Dimensional Fund Advisors, Economics, General Letter/E-Mail, Intro to Expert Commentary, Scary Market Insights
Description: This 540-word summary provides an introduction you can use to share Dimensional's 2015 Advisor Byline Market & Economic Review. The introduction is a little longer than in most years, given the current market climate. It's primarily for being in touch with your clients, although it can be modified to serve as a prospecting piece as well.
Fifty Years of Warren Buffett’s Wisdom  
Created: March 24, 2015
Categories: Client Experience, General Audience, Intro to Expert Commentary
Description: This 900-word piece introduces Warren Buffett's March 2015 release of Berkshire Hathaway's 2014 shareholders' letter, with a sampling of Buffett insights on American enterprise, business management, wealth and investing, capital markets, risk management, ethics and human nature. As a special, 50th "golden anniversary" edition, the letter is a particularly good example of Buffett's timeless wisdom. Use this piece to reach out to clients and prospects in a letter, e-mail or video script of your own.
Cover Intro for Dimensional 2014 Year in Review  
Created: January 14, 2015
Categories: Dimensional Fund Advisors, Evidence-Based Investing, General Audience, General Letter/E-Mail, Intro to Expert Commentary
Description: Here's a 375-word letter or e-mail you can use to share Dimensional Fund Advisors' Advisor Byline 2014 Year in Review, now available from Dimensional's log-in site. The lead-in reinforces the importance of remaining globally diversified, of avoiding market-timing in response to near-term "winning" and "losing" asset classes, and to be in touch with you for assistance.
Larry Swedroe Book Foreword & Prospective Materials Intro Templates  
Created: December 7, 2014
Categories: Evidence-Based Investing, Intro to Expert Commentary, Prospect-Focused
Description: This bundle of two pieces provides a 1,100-word foreword for use when ordering custom-foreword versions of Larry Swedroe's book, "Think, Act and Invest Like Warren Buffett." It also includes a similarly themed, 500-word template for introducing general prospecting materials such as white papers, reprints, RFP responses and more -- for individual and institutional prospects.
The Latest Reasons to Think, Act and Invest Like Warren Buffett  
Created: March 5, 2014
Categories: Client Experience, General Audience, Intro to Expert Commentary
Description: This 575-word piece shares some "best-of" quotes ("Buffettisms") related to essential investment strategy from Fortune magazine's preview of Buffett's forthcoming annual shareholder's letter. The piece also can be used as a call to action inviting clients or prospects to be in touch with you for a copy of Larry Swedroe's quick guide: "Think, Act and Invest Like Warren Buffett." (Let me know if you'd like more information about ordering a version of Larry's book with a custom foreword authored by your firm.)
Cover Intro for Dimensional 2013 Year in Review  
Created: January 29, 2014
Categories: Advisor Role/Value, Client-Focused, Dimensional Fund Advisors, Evidence-Based Investing, General Letter/E-Mail, Intro to Expert Commentary, Prospect-Focused
Description: Here's a 230-word letter or e-mail you can use to share Dimensional Fund Advisors' Advisor Byline 2013 Year in Review (assuming you are a Dimensional firm). There is a version directed to clients and another directed to prospective clients, encouraging them to read Dimensional's report and be in touch with you for follow-up. Both versions help remind the reader about the importance of adopting an evidence-based investment strategy.