Quarterly Client Letter – 2020 Q4
Created: January 4, 2021
Description: This 487-word Q4 2020 quarterly client letter reviews the wild ride 2020 delivered and why it’s important to stay the course through both bear and bull markets. It lists the ways you’ll be helping them do that, in the context of current financial and political news.
Presidential Election Reflection (UPDATED)
Created: November 9, 2020
Description: UPDATED FROM OCT. 2020: This 426-word client reach-out offers three simple reminders on why it's as important as ever to disconnect your long-term investment activities from late-breaking political news. Updated on Nov. 9 for distribution post- instead of pre-election.
Quarterly Client Letter – 2020 Q3   Free Sample (Click on title to download)
Created: October 1, 2020
Description: This 558-word Q3 2020 quarterly client letter reminds clients of why it’s important to ignore distractions that might have detracted from their ability to participate in the market’s recent strong overall returns. Illustrations include chasing FAANG stocks, trying to predict presidential elections, and more.
Quarterly Client Letter – 2020 Q2
Created: July 2, 2020
Description: This 460-word Q2 2020 quarterly client letter reminds clients of the importance of sticking to plan despite near-term market noise in 2020.
How To Be Positively Skeptical | Part 4: Check the Facts Before You Act
Created: May 17, 2020
Description: Use this third, 898-word installment of a 4-part series to help clients and prospects strengthen their ability to differentiate solid evidence from bogus claims, especially during the coronavirus crisis. Parts 1-3 described why it's important to be positively skeptical, how our emotions interfere with our reasoning, and what should guide our due diligence. Part 4 describes some of the practical steps involved and wraps with a call to action.
How To Be Positively Skeptical | Part 3: How Do You Do Your Due Diligence?
Created: May 17, 2020
Description: Use this third, 673-word installment of a 4-part series to help clients and prospects strengthen their ability to differentiate solid evidence from bogus claims, especially during the coronavirus crisis. Parts 1 and 2 described why it's important to be positively skeptical, and how our emotions interfere with our reasoning. Part 3 provides five “do’s” and “don’ts” to guide our due diligence, and Part 4 will offer some of the practical steps involved.
A CARES Act Overview (Updated 4/3/20)
Created: April 1, 2020
Description: Share this 1,450-word CARES Act Overview with clients or (slightly modified) with prospects to provide an approachable but relatively substantive summary of critical content within the Act. The overview is organized by audience, such as items applicable to employees, to employers, to businesses, to students, etc. It includes a list of resources referenced, for additional insights. (UPDATED 4/3/20 to reflect SBA clarifications.)
How To Be Positively Skeptical | Part 1: The Benefits of Having a Doubt
Created: February 27, 2020
Description: Use this first, 600-word installment of a 4-part series to help clients and prospects strengthen their ability to differentiate solid evidence from bogus claims. Part 1 describes why the ability to be "positively skeptical" is important. Parts 2 - 4 will cover how to recognize when emotions are interfering with reason, and how to hone one's fact-checking skills.
You, Your Retirement, and the SECURE Act – CLIENT Audience
Created: December 24, 2019
Description: Use this 1,300-word document to provide CLIENTS with an overview of what to expect from the newly enacted U.S. SECURE Act -- emphasizing how you will be assisting them in applying the changes according to their best interests. Refer to separate piece revised for GENERAL AUDIENCE use.
Quarterly Client Letter — 2019 Q3
Created: October 2, 2019
Description: Use this 442-word quarterly client letter to remind clients to stay the course amidst breaking global news. It explores how reflexes in your brain can play tricks on your financial resolve.
Quarterly Client Letter — 2018 Q1
Created: April 2, 2018
Description: This 500-word quarterly client letter reflects on the recent uptick in market volatility, encouraging clients to be in touch with you if they need a "pep talk," a shift in their investment plans, or both.
Quarterly Client Letter – 2016 Q4
Created: January 3, 2017
Description: This 425-word, fourth quarter (year-end) client letter acknowledges that 2017 remains an unknown and reminds investors of the durability of what really drives market returns -- which is global human enterprise.
Post-Election Reflections: The Morning After
Created: November 9, 2016
Description: This 470-word client letter is a slightly updated and modified version of the client letter posted yesterday (Nov. 8), now that the U.S. presidential election results are known. Either version can be used to contact clients about the unexpected outcome, encourage them to remain on course with their investment strategy and be in touch with you if they have questions.
Created: November 8, 2016
Description: This 440-word client letter can be used on Nov. 8 as U.S. presidential election results are announced, or within the next few days following the election. Use it to remind clients you are available to help them stay the course with their carefully constructed investment strategy ... or to assist them in making updates if warranted.
Presidents, Politics and Your Portfolio: Thinking Beyond Stage One
Created: August 27, 2016
Description: This 750-word article can be shared with clients or prospects who may wonder if there is something they should "do" with their investments as the November 8 U.S. presidential election date nears. It encourages them to stay true to their long-term investment strategies by thinking beyond the immediate news.
Parenting Your Wealth in Uncertain Markets
Created: August 12, 2016
Description: This 1,000-word article compares good parenting skills to good wealth management, describing why patience is an investor's greatest virtue. Share with clients and prospects during this summer's unruly political climate or, with minor modifications, it can serve as a timeless piece to address any form of heightened uncertainty.