What Is Asset Location? (UPDATED)  

Created: May 27, 2019

Categories: , , , , , , ,

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.

Money Management Lingo  

Created: March 27, 2019

Categories: , , , , , , , ,

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.)

Charitable Giving Under the TCJA: An Overview of Sensible Strategies  

Created: April 25, 2018

Categories: , , , ,

Description: Use this 975-word overview to share four practical ways charitably inclined investors can still receive tax breaks on their charitable giving under the new U.S. Tax Cuts and Job Acts rules. This material can also be paired with the separate, February 2018 Content-Sharing Library piece focusing on Donor Advised Funds (DAFs).

10 Things To Do Right Now While Markets Are (Not Really) Tanking  

Created: March 21, 2018

Categories: , , , , , , ,

Description: Use this 1,250-word handout with clients or prospects, to serve as a "safety drill" during calm markets, to help them prepare for staying the course during market downturns. The piece offers 10 judicious actions to take during bear markets, along with 10 insightful quotes from respected subject matter experts. You also can encourage readers to revisit the piece (or use it with a brief intro) the next time markets actually are tanking.

Understanding the Donor-Advised Fund (DAF)  

Created: February 25, 2018

Categories: , , , , ,

Description: Use this 1,300-word white paper to describe to prospects and clients why they may want to consider a DAF for charitable giving under the new 2017 Tax Cuts and Jobs Act (TCJA). The paper describes how tax-wise charitable giving has changed, where a DAF might fit in, how they work, and how to differentiate among them. The paper also emphasizes the value of working with a wealth advisor to assist in selection and set-up. This piece also pairs well with the April 2018 piece offering an overview of tax-wise giving under the TCJA.

Year-End Reflections on the New U.S. Tax Law  

Created: December 21, 2017

Categories: , , , , ,

Description: Use this 550-word client message to reach out to clients about the U.S. tax law changes, to remind them you're available to assist and to suggest potentially advantageous actions they could take before year-end -- such as increasing charitable contributions or shifting taxable income into 2018.

Canadian Tax-Loss Harvesting: Opportunities and Obstacles  

Created: December 20, 2016

Categories: , , , , ,

Description: Modified for Canadian use, this 800-word handout can be used to inform clients about what tax-loss harvesting is, how it can be used (as well as when it may not be appropriate), and how it serves as another way you, as their adviser, seek to add value to their investing. With minor edits, it could also be used as a piece to share with prospective clients. (We published U.S. and Anglicised versions of this piece in October 2017).

Tax-Loss Harvesting: Opportunities and Obstacles  

Created: October 24, 2016

Categories: , , , , ,

Description: This 800-word handout can be used to inform clients about what tax-loss harvesting is, how it can be used (as well as when it may not be appropriate), and how it serves as another way you, as their adviser, seek to add value to their investing. With minor edits, it could also be used as a piece to share with prospective clients.

Intro for “Reflections on Real Estate Investing” Report  

Created: July 19, 2016

Categories: , , , , , ,

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.

Reflections on Real Estate Investing Report  

Created: July 19, 2016

Categories: , , , ,

Description: This 1,300 word report offers a timeless overview of the guiding principles for investing in real estate as part of an effective, globally diversified portfolio. Share the report with clients or prospects to explain how real estate investing may fit into their portfolio (in the form of low-cost, evidence-based REIT funds), and to offer caveats on how to manage the risks involved. [Note: A separate, intro cover letter also is available for advisers who may be receiving queries about the current (July 2016) sell-off of UK Open Ended Property funds.]

Timeless Tips on Tax-Wise Investing: Part II  

Created: May 17, 2015

Categories: , , ,

Description: This 700-word piece represents part two of a two-part series on tax-wise investing, covering year-round, tax-efficient habits investors can adopt for themselves, their tax-managed funds, their portfolio construction (asset location) and their financial team -- overseen by their tax-savvy wealth manager. Use the series to inform clients or prospects about the principles of tax-wise investing and the critical role you play as their tax-wise adviser.

Timeless Tips on Tax-Wise Investing: Part I  

Created: May 10, 2015

Categories: , , ,

Description: This 965-word piece represents part one of a two-part series on tax-wise investing, covering year-round, tax-efficient habits investors can adopt for themselves, their tax-managed funds, their portfolio construction (asset location) and their financial team -- overseen by their tax-savvy wealth manager. Use the series to inform clients or prospects about the principles of tax-wise investing and the critical role you play as their tax-wise adviser.

Back to top