The Viability of the Value Premium (Multi-Part Series)  

Created: June 16, 2019

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Description: This multi-part series segments the full-length 1,765-word report on the viability of the value premium into five shorter, quick-read pieces. It covers the origins of the value premium, historical precedents, additional evidence that the value premium likely remains viable, and the role global diversification plays in managing risks and expected returns. The five parts are bundled into a single zip file for simplified download.

The Viability of the Value Premium (Full Report Version)  

Created: June 16, 2019

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Description: This 1,765-word document addresses investor concerns that the value premium may be "dead," since value stocks have underperformed growth stocks for approximately the past decade. It covers the origins of the value premium, historical precedents, additional evidence that the value premium likely remains viable, and the role global diversification plays in managing risks and expected returns.

What Is Asset Location? (UPDATED)  

Created: May 27, 2019

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Description: UPDATED FROM 2013: This 710-word article is part of our ongoing "What Is ...?" series. It defines asset LOCATION, differentiates it from asset ALLOCATION, and provides an overview of both its benefits and challenges. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.

What Is Liquidity?  

Created: May 14, 2019

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Description: This 768-word article is part of our ongoing "What Is ...?" series. It defines liquidity, offers some approachable examples of how it works, and considers it within the context of an overall investment portfolio. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.

Evidence-Based Investment Insights Series WHITE PAPER (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This 25-page white paper compiles the entire Evidence-Based Investment Insights series into a single document you can use to design your own company white paper. Share the paper as a printed handout or in PDF/booklet form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes. A set of 14 individual installments for "dripping" the series, and an 8-page report version of this same material also are available for separate download.

Evidence-Based Investment Insights Series REPORT (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This 8-page report strikes a happy medium between the full, 25-page white paper and the individual installments available in the Evidence-Based Investment Insights series. Compiling key messages from the entire series, this report offers a mid-length, single document overview of evidence-based investing. Share the paper as a printed handout or in PDF form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes.

Evidence-Based Investment Insights Series — 14 Parts (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This is a series of 14 short pieces for explaining evidence-based investment principles in a step-by-step approach. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script to introduce your investment approach to prospective clients or to review key benefits with existing clients. Collection will download as a zip file containing 14 Word documents. A compiled, 25-page white paper and 8-page report also are available for separate download.

Money Management Lingo  

Created: March 27, 2019

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Description: This 860-word document provides a beginner's guide intro to some of the most common terminology advisors tend to use when introducing prospective and new clients to money management services. For example, it differentiates assets, funds, accounts and custodians -- explaining which roles each play. (Note: Non-U.S. advisors might want to swap out some of the examples with illustrations of their own -- such as referencing your country's tax-advantaged accounts rather than U.S.-based IRAs.)

What Is Asset Allocation?  

Created: February 13, 2019

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Description: This approximately 750-word piece provides a working definition of asset allocation, to share with clients, prospects and others. It's the latest addition to an accumulating "What Is ...?" series, defining frequently used terminology for those who may not "just know" what it means.

What Is the Yield Curve? (Article)  

Created: August 24, 2018

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Description: This 900-word "What Is?" article translates a tricky investment concept -- the yield curve -- to help clients and prospects alike appreciate the role it plays in their fixed income investing. (Look for the separate, Excel spreadsheet also available in the Content-Sharing Library if you need to directly access the Yield Curve diagrams displayed in this piece.)

What Is the Yield Curve? (Diagrams)  

Created: August 24, 2018

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Description: An Excel file containing two diagrams -- Figures 1 and 2 -- found within the separate "What Is the Yield Curve?" article, also in the Content-Sharing Library. Download this Excel file if you need to directly access the Yield Curve diagrams displayed in this piece.

An Evidence-Based Approach to Sustainable Investing: White Paper  

Created: July 20, 2018

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Description: This six-page piece combines our previously published, three-part series into a single white paper, providing an informational overview of sustainable investing in the context of evidence-based investment strategies. Use this paper (or the series, in installments) to respond to client and prospect questions about sustainable investing.

An Evidence-Based Approach to Sustainable Investing Part III: Sustainable Investing Today  

Created: July 16, 2018

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Description: This 1,125-word document is part III of a three-part series, providing an informational overview of sustainable investing in the context of evidence-based investment strategies. Use this series to respond to client and prospect questions about sustainable investing. Part III explores the challenges and opportunities sustainable investors face today and moving forward, especially with respect to developing strong company reporting standards.

An Evidence-Based Approach to Sustainable Investing, Part II: Degrees of “Doing Good”  

Created: June 18, 2018

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Description: This 700-word document is part II of a three-part series, providing an informational overview of sustainable investing in the context of evidence-based investment strategies. Use this series to respond to client and prospect questions about sustainable investing. Part II explores how to quantify “doing good,” and shares ideas on how to invest in ways that best balance an investor's financial goals with their personal values.

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

Created: June 18, 2018

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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.

What Is Correlation (and Why Would You Care)?  

Created: May 30, 2018

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Description: This 1,000-word "What Is?" article translates a tricky investment term -- correlation -- to help clients and prospects alike appreciate the role it plays in portfolio construction.

The ABCs of Behavioral Biases: WHITE PAPER  

Created: November 28, 2017

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Description: This 6,000-word piece is a roll-up of the seven-part series, "The ABCs of Behavioral Biases," for those who would like to share it in a white paper format. Be sure to remove the legal disclosures and copyright statement, and incorporate your own branding in the final form (as should be done for all content from the Library, per the license agreement terms).

The ABCs of Behavioral Biases: Conclusion  

Created: November 15, 2017

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Description: This 1,300-word piece is part 7 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. This final part summarizes all of the biases covered and wraps with a call to action. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

The ABCs of Behavioral Biases: S-Z  

Created: October 30, 2017

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Description: This 600-word piece is part 6 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 6 covers sunk cost fallacy and tracking error regret. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

The ABCs of Behavioral Biases: O-R  

Created: October 13, 2017

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Description: This 850-word piece is part 5 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 5 covers overconfidence, pattern recognition and recency. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

The ABCs of Behavioral Biases: H-O  

Created: September 25, 2017

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Description: This 1,030-word piece is part 4 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 4 covers hindsight, loss aversion, mental accounting and outcome bias. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

The ABCs of Behavioral Biases: F-H  

Created: September 11, 2017

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Description: This 900-word piece is part 3 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 3 covers fear, framing, greed and herd mentality. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

The ABCs of Behavioral Biases: A-F  

Created: August 25, 2017

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Description: This 730-word piece is part 2 in a 7-part series exploring behavioral biases that cause the most damage to investor resolve. Part 2 covers anchoring, blind spot, confirmation and familiarity bias. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

The ABCs of Behavioral Biases: Introduction   Free Sample (Click on title to download)

Created: August 18, 2017

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Description: This 600-word introduction kicks off a seven-part series exploring behavioral biases that cause the most damage to investor resolve. First, we explore why we have behavioral biases, what they do to us, and what we can do about them. Next we'll introduce specific behavioral biases in alphabetic order. You can share the complete series with clients and prospects as a combined white paper, individual articles or video scripts, an e-mail drip series and more.

Content from “What Is Evidence-Based Investing?”  

Created: June 22, 2017

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Description: Available exclusively to Content-Sharing Library subscribers, this Word document provides the same talking points used in our recently released "What Is Evidence-Based Investing?" infographic/poster for use in other materials.

Introduction to “What Is Evidence-Based Investing?”  

Created: June 22, 2017

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Description: Use this short, introductory message to share our recently released "What Is Evidence-Based Investing?" infographic/poster with clients, prospective clients and others.

“What Is Evidence-Based Investing?” Slideshow  

Created: June 22, 2017

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Description: Designed to complement our recently released "What Is Evidence-Based Investing?" infographic/poster, this PowerPoint slideshow reiterates the same talking points for use in client, prospective client and other presentations.

An Index Overview | Part 4: Index Investing – Opportunities and Obstacles  

Created: March 21, 2017

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Description: This 1,200-word piece is part four of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 took a closer look at what index points measure and some of their inherent characteristics. Part 3 explored some of the idiosyncrasies inherent to indexes. This final part 4 explores how indexes are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 3: Index Mechanics – Interesting Idiosyncrasies  

Created: March 8, 2017

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Description: This 1,060-word piece is part three of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 took a closer look at what index points measure and some of their inherent characteristics. Part 3 explores some of the idiosyncrasies inherent to indexes. The final part 4 will explore how indexes are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 2: A Few Points About Index Points  

Created: February 23, 2017

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Description: This 780-word piece is part two of a four-part series covering indexes and index investing. Part 1 defined indexes in general. Part 2 takes a closer look at what index points measure and some of their inherent characteristics. Future parts will look at some of the strategies used to structure indexes, and how they are used (and sometimes abused) in index fund investing. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

An Index Overview | Part 1: Indexes, Defined  

Created: February 12, 2017

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Description: This 800-word piece is part one of a four-part series covering indexes and index investing. Part 1 defines indexes in general, summarizes key uses (benchmarking and index fund investing), and explains why milestones like the "Dow 20,000" should not be used to engage in market-timing. Future parts will take a closer look at some of the strengths and weaknesses inherent to indexes and index fund investments. Use the series to discuss indexing as a drip series, in a combined report, or as video or podcast scripts.

Investing for Retirement Income: Part 3 — Total-Return Investing  

Created: March 15, 2016

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Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covered the disadvantages of using dividend-yielding stocks for this role. Part 2 explored the same for high-yield bonds. This Part 3 explains how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.

Investing for Retirement Income: Part 2 — High-Yield Bonds  

Created: March 6, 2016

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Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covered the disadvantages of using dividend-yielding stocks for this role. Part 2 explores the same for high-yield bonds. Part 3 will explain how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.

Investing for Retirement Income: Part 1 – Dividend-Yielding Stocks  

Created: February 25, 2016

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Description: In this three-part series, we’ll explore three ways investors try to prevent low interest rates from consuming their retirement income: dividend-yielding stocks, high-yield bonds and total-return investing. Part 1 covers the disadvantages of using dividend-yielding stocks for this role. Part 2 will explore the same for high-yield bonds. Part 3 will explain how to use total-return investing for retirement planning (with a low-cost, globally diversified portfolio tailored for individual goals and risk tolerances). Use the series to communicate these messages to clients and prospects alike.

Three Key Investment Strategies Hidden in Plain Sight: #3 — INTERNATIONAL VERSION — Controlling Costs  

Created: September 25, 2015

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Description: This 1,375-word piece represents part three of a series covering three essential evidence-based investment strategies: market participation ("being there"), managing market risk (diversification) and controlling costs. THIS UPDATED VERSION EXPLORES CONTROLLING COSTS WITH AN INTERNATIONAL PERSPECTIVE AND ILLUSTRATIONS. It also emphasizes the benefits of having an evidence-based advisor to assist. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script for prospective or existing clients.

Three Key Investment Strategies Hidden in Plain Sight: #3 — Controlling Costs  

Created: September 4, 2015

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Description: This 900-word piece represents part three of a series covering three essential evidence-based investment strategies: market participation ("being there"), managing market risk (diversification) and controlling costs. It also emphasizes the benefits of having an evidence-based advisor to assist. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script for prospective or existing clients.

Three Key Investment Strategies Hidden in Plain Sight: #2 – Managing Market Risks  

Created: August 11, 2015

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Description: This 700-word piece represents part two of a series covering three essential evidence-based investment strategies: market participation ("being there"), managing market risk (diversification) and controlling costs. It also emphasizes the benefits of having an evidence-based advisor to assist. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script for prospective or existing clients.

Three Key Investment Strategies Hidden in Plain Sight: #1 – Being There  

Created: July 26, 2015

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Description: This 800-word piece represents part one of a series covering three essential evidence-based investment strategies: market participation ("being there"), managing market risk (diversification) and controlling costs. It also emphasizes the benefits of having an evidence-based advisor to assist. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script for prospective or existing clients.

More Evidence on the Evidence: An Historical Overview of Capital Market Theory  

Created: June 27, 2015

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Description: This 1,400-word piece complements the recently released "Evidence on the Evidence" piece, which explored how to differentiate academic evidence from less substantive work. This follow-up offers a timeline of the most important academic findings, from MPT to the Three-Factor Model and into the future. It highlights the role you play as an adviser, helping your clients incorporate meaningful evidence into their ongoing investment discipline. Use this pair of pieces to inform clients or prospects about the benefits of evidence-based investing.

The Evidence on the Evidence: How Do You Know What (and Whom) to Heed?  

Created: June 10, 2015

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Description: This 1,000-word piece explores key differences between robust, peer-reviewed academic evidence and the less substantive information that tends to grab the bigger headlines. It also describes how you, as an evidence-based adviser, help your clients become better investors by understanding why the difference matters. Use the series to inform clients or prospects about the importance of evidence-based investing. This piece pairs well with the complementary article, "More Evidence on the Evidence," which offers an historical overview of landmark studies from MPT to the Three-Factor Model and beyond.

Advisor Due Diligence Report: Finding Your Fiduciary Financial Advisor  

Created: February 24, 2015

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Description: This 7-page report compiles key messages from the recent "Advisor Due Diligence" series in a three-part report to help investors choose a fitting, fiduciary advisor. Part 1 describes the broad financial environment and the importance of the fiduciary relationship. Part 2 covers additional qualities to seek and Part 3 offers tips on how to review an advisor's credentials. Share the report as a printed handout or in PDF form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes. Apply it as a script for a video series.

Advisor Due Diligence Series #3: Finding Right-Fitting Advice  

Created: February 15, 2015

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Description: This 1,250-word piece is part three of a three-part series for stepping investors through the due diligence they should take in selecting or retaining a financial advisor that is a good fit for them. Part 3 wraps up the discussion on fiduciary advice and offers additional qualities to seek in an advisor.

Advisor Due Diligence Series #2: First There is Fiduciary  

Created: January 27, 2015

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Description: This 1,000-word piece is part two of a three-part series for stepping investors through the due diligence they should take in selecting or retaining a financial advisor that is a good fit for them. Part 2 compares suitable to fiduciary advice and explains why and how the differences matter.

Advisor Due Diligence Series #1: How Do You Know?  

Created: December 19, 2014

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Description: This 700-word piece is part one of a three-part series for stepping investors through the due diligence they should take in selecting or retaining a financial advisor that is a good fit for them. Part 1 covers ways to research an advisor's profile. In upcoming parts, we'll explore the desirable traits of fiduciary, fee-only (and under limited circumstances, fee-based), evidence-based RIA firms as well as other qualities and warning flags to look for.

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