UPDATED Content
Like what you see here?
Become a Content-Sharing Library member today for $325 USD/year, and it's all yours to use as you please (subject to these Terms and Conditions). Plus, we'll add at least 2 dozen new pieces annually (approx. 2 each month). Download a few Free Samples first, or Become a Member today. Questions? Let's talk.
Financial & Identity Theft Quick Reference – U.S. Version (UPDATED)
Created: February 5, 2023
Categories: Advisor Role/Value, General Audience, Quick-Reference, Security, Technology, UPDATED Content
Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help U.S. clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
Financial & Identity Theft Quick Reference – Canadian Version (UPDATED)
Created: February 5, 2023
Categories: Advisor Role/Value, General Audience, Quick-Reference, Security, Technology, UPDATED Content
Description: UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help CANADIAN clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
Our Take On Direct Indexing (UPDATED)
Created: July 30, 2022
Categories: Article, ESG Investing, Evidence-Based Investing, General Audience, Report, Tax Planning, UPDATED Content, White Paper
Description: UPDATED FROM DECEMBER 2021: With the elimination of trading costs and the ability to purchase partial shares, more providers have been offering direct indexing to smaller accounts for relatively modest fees. But just because investors can engage in direct indexing, should they? It depends on the circumstances. This three-part report defines direct indexing, reviews its downsides, and describes its potential useful applications.
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.
An Evidence-Based Approach to ESG Investing: White Paper (UPDATED)
Created: December 21, 2020
Categories: ESG Investing, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, UPDATED Content, White Paper
Description: UPDATED FROM JUNE-JULY 2017: This 2,300-word piece combines our UPDATED two-part ESG investing series into a single white paper, providing an informational overview of ESG investing in the context of evidence-based investment strategies. Use this paper (or the parts, in installments) to respond to client and prospect questions about ESG investing.
An Evidence-Based Approach to ESG Investing: Part 1 (UPDATED)
Created: December 21, 2020
Categories: Article, ESG Investing, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, Report, UPDATED Content
Description: UPDATED FROM JUNE-JULY 2017: This 930-word document is part 1 of a 2-part series, providing an UPDATED informational overview of ESG investing in the context of evidence-based investment strategies. Part 1 introduces a few key terms and summarizes how ESG investment priorities may vary depending on individual goals. Use this series to respond to client and prospect questions about ESG investing.
An Evidence-Based Approach to ESG Investing: Part 2 (UPDATED)
Created: December 21, 2020
Categories: Article, ESG Investing, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, Report, UPDATED Content
Description: UPDATED FROM JUNE-JULY 2017: This 1,400-word document is part 2 of a 2-part series, providing an UPDATED informational overview of ESG investing in the context of evidence-based investment strategies. Part 2 explores how to quantify “doing good,” and explores the challenges and opportunities ESG investors face today. Use this series to respond to client and prospect questions about ESG investing.
Presidential Election Reflection (UPDATED)
Created: November 9, 2020
Categories: Advisor Role/Value, Breaking News, Client-Focused, Evidence-Based Investing, General Letter/E-Mail, Politics, UPDATED Content
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.
Finding Your Fiduciary Financial Advisor (UPDATED)
Created: August 18, 2020
Categories: Advisor Role/Value, Client Experience, Evidence-Based Investing, Financial Planning, Finding a Fiduciary Advisor, General Audience, Report, UPDATED Content, Wealth Management, White Paper
Description: UPDATED FROM FEB. 2015: This six-page, three-part special report helps investors choose a fiduciary advisor, UPDATED for recent changes under Reg BI. 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. Pairs well with the separate, July 2020 Library piece, “What Is Fiduciary Investment Advice?”
10 Things To Do Right Now While Markets Are Tanking (UPDATED)
Created: February 28, 2020
Categories: Advisor Role/Value, Article, Breaking News, Economics, Evidence-Based Investing, General Audience, Listicle, Scary Market Insights, Tax Planning, UPDATED Content
Description: UPDATED FROM MARCH 2018: Use this 1,238-word handout with clients or prospects, to remind them during the current coronavirus-generated crisis of 10 judicious actions to take during scary markets, along with 10 insightful quotes from respected subject matter experts.
You, Your Investments, and the Coronavirus (UPDATED)
Created: February 24, 2020
Categories: Advisor Role/Value, Article, Breaking News, Evidence-Based Investing, General Audience, Scary Market Insights, UPDATED Content
Description: UPDATED 2/24: Use this 677-word client reach-out to remind your clients why they should avoid reacting to breaking news about novel coronavirus, at least as far as their investment portfolio is concerned. With minor modifications, the piece can also be used for general/prospecting purposes.
The ABCs of Behavioral Biases (UPDATED)
Created: September 18, 2019
Categories: ABCs of Behavioral Biases, Advisor Role/Value, Article, Behavioral Finance, General Audience, PowerPoint Presentation, Quick-Reference, UPDATED Content, White Paper
Description: UPDATED FROM AUG. 2017: This collection of materials includes: (1) a 5,800-word white paper, (2) the same materials broken into a seven-part drip series, and (3) an ALL-NEW PowerPoint presentation on "The ABCs of Behavioral Biases." From anchoring, to hindsight, to tracking-error regret, the series covers 17 of the most common financial behavioral biases that lead investors astray, in alphabetic order.
You, Your Financial Well-Being and the Federal Reserve (UPDATED)
Created: August 1, 2019
Categories: Advisor Role/Value, Article, Client Experience, Economics, Evidence-Based Investing, Fixed Income, General Audience, UPDATED Content
Description: UPDATED FROM MARCH 2018: This 1,200-word piece puts the U.S. Federal Reserve's ongoing federal funds rate changes (especially the Aug. 1 2019 rate decrease) into sound, financial-planning context. Use this piece to inform prospects or clients about how the Fed operates, as well as what your role is in helping them manage debt, save, invest, and spend wisely through various interest rate climates and regardless of what lies ahead.
Good Advice (UPDATED)
Created: May 27, 2019
Categories: Advisor Role/Value, Article, Evidence-Based Investing, Financial Planning, General Audience, UPDATED Content, Wealth Management
Description: UPDATED FROM 2016: This 605-word piece reminds your clients and informs prospective clients that the best-interest advice you offer goes well beyond stock-picking tips. It reinforces why a good financial adviser remains relevant even as low-cost funds, automated investing and simplified financial planning are on the rise.
What Is Asset Location? (UPDATED)
Created: May 27, 2019
Categories: Advisor Role/Value, Article, Client Experience, Evidence-Based Investing, General Audience, Tax Planning, The "What Is ...?" series, UPDATED Content
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.
Evidence-Based Investment Insights Series WHITE PAPER (UPDATED)
Created: April 25, 2019
Categories: Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, General Audience, UPDATED Content, White Paper
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
Categories: Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, General Audience, Report, UPDATED Content
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
Categories: Article, Behavioral Finance, Evidence-Based Insights, Evidence-Based Investing, General Audience, UPDATED Content
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.
A Focus on Fixed Income (UPDATED)
Created: April 27, 2018
Categories: Advisor Role/Value, Article, Evidence-Based Investing, Fixed Income, General Audience, Report, UPDATED Content
Description: UPDATED FROM SEPTEMBER 2015: This 1,275-word article covers the essential roles fixed income should play in an investor's portfolio, along with some of the basics on how fixed income differs from equity investing. It also reinforces the important role an objective advisor can play in building and managing fixed income investments. Use the piece for e-newsletters, e-mails, handouts and mailings, or to create video script for prospective or existing clients.
The Vital Role of Rebalancing (UPDATED)
Created: January 26, 2018
Categories: Advisor Role/Value, Article, Client Experience, Evidence-Based Investing, General Audience, UPDATED Content
Description: UPDATED FROM JUNE 2013: Use this 960-word document with clients or prospects to explain how your firm adds value by employing rebalancing as part of an evidence-based strategy. Properly implemented, rebalancing offers a disciplined, cost-effective approach to buying low and selling high and staying on track toward one's personal financial goals.